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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 | $45,186 | $117,829-61.7% | $102,423-55.9% | $145,877-69.0% |
| Participation rate | 47.6% | 78.6%-31.0pp | 76.5%-28.9pp | 80.3%-32.7pp |
| Annual return | 14.06% | 31.83%-17.8pp | 29.42%-15.4pp | 551.28%-537.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,224 | $5,732+26.0% | $5,054+42.9% | $6,691+8.0% |
| Admin fee / account holder | $22,212 | $13,335+66.6% | $9,455+134.9% | $13,402+65.7% |