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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,198 | $112,935-66.2% | $90,970-58.0% | $158,966-76.0% |
| Participation rate | 55.6% | 74.7%-19.2pp | 69.0%-13.5pp | 82.0%-26.4pp |
| Annual return | 9.03% | 215.79%-206.8pp | 134.58%-125.5pp | 302.95%-293.9pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,343 | $4,129-43.2% | $3,373-30.5% | $5,983-60.8% |
| Admin fee / account holder | $5,389 | $8,045-33.0% | $5,960-9.6% | $11,250-52.1% |