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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 | $36,920 | $157,296-76.5% | $141,191-73.9% | $152,897-75.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 17.99% | 64.34%-46.4pp | 71.41%-53.4pp | 345.43%-327.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,612 | $7,111+35.2% | $6,710+43.3% | $5,851+64.3% |
| Admin fee / account holder | $33,143 | $12,125+173.3% | $10,264+222.9% | $11,599+185.7% |