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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 | $45,008 | $168,635-73.3% | $147,617-69.5% | $125,389-64.1% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | 3.83% | 77.65%-73.8pp | 61.98%-58.1pp | 282.24%-278.4pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,353 | $5,507-39.1% | $4,895-31.5% | $5,352-37.3% |
| Admin fee / account holder | $104,528 | $13,580+669.7% | $11,612+800.2% | $9,541+995.6% |