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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 | $49,249 | $226,105-78.2% | $182,540-73.0% | $152,897-67.8% |
| Participation rate | 13.3% | 82.5%-69.1pp | 78.0%-64.6pp | 82.5%-69.1pp |
| Annual return | 31.58% | 192.58%-161.0pp | 148.58%-117.0pp | 345.43%-313.8pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,609 | $6,370-74.7% | $5,525-70.9% | $5,851-72.5% |
| Admin fee / account holder | $1,249 | $10,706-88.3% | $8,593-85.5% | $11,599-89.2% |