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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 | $72,426-27.1% | $67,560-21.9% | $145,897-63.8% |
| Participation rate | 58.8% | 76.9%-18.1pp | 72.9%-14.1pp | 80.3%-21.5pp |
| Annual return | 16.32% | 7226.78%-7210.5pp | 3533.50%-3517.2pp | 552.29%-536.0pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,945 | $4,785+3.3% | $4,004+23.5% | $6,689-26.1% |
| Admin fee / account holder | $2,924 | $5,514-47.0% | $3,994-26.8% | $13,390-78.2% |