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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 | $68,877 | $121,677-43.4% | $104,625-34.2% | $158,966-56.7% |
| Participation rate | 44.4% | 77.5%-33.1pp | 74.1%-29.6pp | 82.0%-37.5pp |
| Annual return | 14.77% | 465.58%-450.8pp | 340.60%-325.8pp | 302.95%-288.2pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,681-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,087 | $4,175-50.0% | $3,738-44.2% | $5,983-65.1% |
| Admin fee / account holder | $39,450 | $7,777+407.3% | $6,465+510.2% | $11,250+250.7% |