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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 | $50,946 | $149,040-65.8% | $120,225-57.6% | $137,256-62.9% |
| Participation rate | 18.2% | 75.4%-57.2pp | 69.6%-51.4pp | 80.0%-61.8pp |
| Annual return | 11.51% | 605.68%-594.2pp | 439.23%-427.7pp | 220.34%-208.8pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,918 | $4,655-58.8% | $3,999-52.0% | $6,407-70.1% |
| Admin fee / account holder | $8,598 | $6,348+35.4% | $5,696+50.9% | $12,270-29.9% |