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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 | $46,356 | $150,207-69.1% | $120,380-61.5% | $145,978-68.2% |
| Participation rate | 61.5% | 78.8%-17.2pp | 71.9%-10.4pp | 80.3%-18.8pp |
| Annual return | 12.21% | 154.28%-142.1pp | 107.28%-95.1pp | 550.52%-538.3pp |
| Employer contribution / active EE | $0 | $4,351-100.0% | $3,465-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,573 | $6,175-42.1% | $4,992-28.4% | $6,690-46.6% |
| Admin fee / account holder | $59,950 | $12,203+391.3% | $9,421+536.4% | $13,400+347.4% |