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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 | $51,563 | $105,856-51.3% | $90,161-42.8% | $147,586-65.1% |
| Participation rate | 44.4% | 79.7%-35.3pp | 76.9%-32.4pp | 82.8%-38.4pp |
| Annual return | 19.14% | 37.63%-18.5pp | 34.89%-15.7pp | 578.59%-559.5pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,678 | $5,733-53.3% | $5,287-49.4% | $5,439-50.8% |
| Admin fee / account holder | $2,208 | $8,046-72.6% | $5,943-62.9% | $10,886-79.7% |