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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 | $70,524 | $108,897-35.2% | $100,378-29.7% | $145,877-51.7% |
| Participation rate | 43.8% | 83.0%-39.2pp | 81.5%-37.8pp | 80.3%-36.6pp |
| Annual return | 11.28% | 58.17%-46.9pp | 49.41%-38.1pp | 551.28%-540.0pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,545 | $8,455-69.9% | $8,087-68.5% | $6,691-62.0% |
| Admin fee / account holder | $309 | $9,690-96.8% | $7,899-96.1% | $13,402-97.7% |