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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 | $48,925 | $107,941-54.7% | $91,994-46.8% | $152,909-68.0% |
| Participation rate | 33.3% | 81.2%-47.9pp | 78.6%-45.3pp | 82.5%-49.1pp |
| Annual return | 16.69% | 89.28%-72.6pp | 69.04%-52.3pp | 345.46%-328.8pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,407 | $6,366-62.2% | $5,924-59.4% | $5,851-58.9% |
| Admin fee / account holder | $68,706 | $10,521+553.0% | $7,744+787.2% | $11,601+492.3% |