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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 | $50,074 | $165,939-69.8% | $122,354-59.1% | $147,586-66.1% |
| Participation rate | 60.0% | 79.6%-19.6pp | 71.6%-11.6pp | 82.8%-22.8pp |
| Annual return | 13.20% | 34.56%-21.4pp | 30.28%-17.1pp | 578.59%-565.4pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,292 | $4,005-42.8% | $3,287-30.3% | $5,439-57.9% |
| Admin fee / account holder | $15,863 | $7,425+113.7% | $5,479+189.5% | $10,886+45.7% |