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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 | $58,779 | $103,038-43.0% | $90,324-34.9% | $152,909-61.6% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | 46.99% | 95.25%-48.3pp | 78.15%-31.2pp | 345.46%-298.5pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,296 | $4,282+47.0% | $3,885+62.0% | $5,851+7.6% |
| Admin fee / account holder | $1,204 | $6,177-80.5% | $5,356-77.5% | $11,601-89.6% |