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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 | $49,075 | $100,895-51.4% | $90,430-45.7% | $158,950-69.1% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 9.68% | 1725.54%-1715.9pp | 1293.73%-1284.0pp | 302.91%-293.2pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,228 | $4,347-48.7% | $3,963-43.8% | $5,983-62.8% |
| Admin fee / account holder | $4,842 | $6,505-25.6% | $5,613-13.7% | $11,248-57.0% |