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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 | $51,931 | $152,612-66.0% | $125,192-58.5% | $152,897-66.0% |
| Participation rate | 58.3% | 83.3%-25.0pp | 79.8%-21.4pp | 82.5%-24.1pp |
| Annual return | 17.81% | 54.85%-37.0pp | 43.79%-26.0pp | 345.43%-327.6pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,054 | $5,868-65.0% | $4,937-58.4% | $5,851-64.9% |
| Admin fee / account holder | $28,898 | $13,437+115.1% | $9,704+197.8% | $11,599+149.1% |