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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 | $47,465 | $69,274-31.5% | $64,097-25.9% | $139,487-66.0% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 14.59% | 46.00%-31.4pp | 33.75%-19.2pp | 373.84%-359.3pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,750-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,600 | $4,685-23.2% | $3,881-7.2% | $6,713-46.4% |
| Admin fee / account holder | $1,562 | $4,247-63.2% | $3,070-49.1% | $11,407-86.3% |