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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 | $47,986 | $99,011-51.5% | $86,582-44.6% | $147,586-67.5% |
| Participation rate | 28.6% | 76.3%-47.8pp | 73.5%-45.0pp | 82.8%-54.3pp |
| Annual return | 13.49% | 1312.75%-1299.3pp | 965.08%-951.6pp | 578.59%-565.1pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,429 | $3,972-13.7% | $3,609-5.0% | $5,439-37.0% |
| Admin fee / account holder | $14,619 | $5,709+156.1% | $4,904+198.1% | $10,886+34.3% |