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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 | $55,746 | $65,566-15.0% | $86,235-35.4% | $75,177-25.8% |
| Participation rate | 37.0% | 60.5%-23.5pp | 69.0%-32.0pp | 67.2%-30.2pp |
| Annual return | 18.91% | 46.07%-27.2pp | 1170.03%-1151.1pp | 160.75%-141.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,819 | $3,023-39.8% | $3,987-54.4% | $4,126-55.9% |
| Admin fee / account holder | $590 | $5,470-89.2% | $6,856-91.4% | $5,651-89.6% |