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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 | $56,468 | $226,090-75.0% | $182,531-69.1% | $152,885-63.1% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 17.09% | 192.57%-175.5pp | 148.57%-131.5pp | 345.39%-328.3pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,400 | $6,369-62.3% | $5,525-56.6% | $5,851-59.0% |
| Admin fee / account holder | $41,019 | $10,705+283.2% | $8,593+377.4% | $11,598+253.7% |