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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 | $47,032 | $70,366-33.2% | $66,674-29.5% | $138,895-66.1% |
| Participation rate | 55.6% | 76.2%-20.6pp | 73.7%-18.1pp | 79.9%-24.4pp |
| Annual return | 17.94% | 386.41%-368.5pp | 321.24%-303.3pp | 145.39%-127.5pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,773 | $4,374-59.5% | $4,084-56.6% | $6,396-72.3% |
| Admin fee / account holder | $9,637 | $5,262+83.1% | $5,098+89.0% | $12,562-23.3% |