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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 | $49,798 | $65,409-23.9% | $98,452-49.4% | $85,854-42.0% |
| Participation rate | 20.7% | 65.0%-44.3pp | 73.3%-52.7pp | 69.3%-48.6pp |
| Annual return | 17.99% | 21.76%-3.8pp | 1492.96%-1475.0pp | 318.56%-300.6pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $961 | $3,166-69.6% | $4,276-77.5% | $3,952-75.7% |
| Admin fee / account holder | $5,382 | $4,593+17.2% | $5,948-9.5% | $6,260-14.0% |