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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 | $53,463 | $125,778-57.5% | $114,563-53.3% | $154,746-65.5% |
| Participation rate | 46.2% | 75.2%-29.0pp | 72.9%-26.7pp | 80.7%-34.5pp |
| Annual return | 12.96% | 295.14%-282.2pp | 241.09%-228.1pp | 172.34%-159.4pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $965 | $4,445-78.3% | $4,142-76.7% | $6,730-85.7% |
| Admin fee / account holder | $14,366 | $8,190+75.4% | $7,623+88.5% | $14,3650% |