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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 | $52,795 | $72,446-27.1% | $67,561-21.9% | $145,877-63.8% |
| Participation rate | 58.8% | 76.9%-18.0pp | 72.9%-14.1pp | 80.3%-21.5pp |
| Annual return | 16.32% | 7211.98%-7195.7pp | 3525.44%-3509.1pp | 551.28%-535.0pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,945 | $4,785+3.4% | $4,003+23.5% | $6,691-26.1% |
| Admin fee / account holder | $2,924 | $5,541-47.2% | $4,006-27.0% | $13,402-78.2% |