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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 | $103,000-42.9% | $90,300-34.9% | $152,885-61.6% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | 46.99% | 95.19%-48.2pp | 78.11%-31.1pp | 345.39%-298.4pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,296 | $4,281+47.1% | $3,884+62.1% | $5,851+7.6% |
| Admin fee / account holder | $1,204 | $6,173-80.5% | $5,353-77.5% | $11,598-89.6% |