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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 | $49,053 | $63,346-22.6% | $92,240-46.8% | $70,126-30.1% |
| Participation rate | 68.1% | 68.7%-0.6pp | 76.5%-8.4pp | 69.5%-1.5pp |
| Annual return | 16.26% | 530.19%-513.9pp | 176.29%-160.0pp | 73.15%-56.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,439 | $2,854-49.6% | $3,897-63.1% | $3,332-56.8% |
| Admin fee / account holder | $2,015 | $3,841-47.5% | $5,194-61.2% | $4,645-56.6% |