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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 | $45,757 | $84,741-46.0% | $75,731-39.6% | $167,553-72.7% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.8%-14.8pp | 82.1%-22.1pp |
| Annual return | 12.49% | 199.72%-187.2pp | 104.65%-92.2pp | 478.89%-466.4pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,748 | $4,577-61.8% | $3,820-54.2% | $6,343-72.4% |
| Admin fee / account holder | $1,573 | $5,361-70.7% | $3,620-56.6% | $12,316-87.2% |