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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 | $162,529-68.7% | $130,788-61.0% | $154,746-67.1% |
| Participation rate | 18.2% | 75.9%-57.7pp | 70.1%-51.9pp | 80.7%-62.5pp |
| Annual return | 11.51% | 510.48%-499.0pp | 386.44%-374.9pp | 172.34%-160.8pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,918 | $4,808-60.1% | $4,137-53.6% | $6,730-71.5% |
| Admin fee / account holder | $8,598 | $7,669+12.1% | $6,673+28.8% | $14,365-40.1% |