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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 | $42,975 | $73,518-41.5% | $63,005-31.8% | $147,585-70.9% |
| Participation rate | 44.4% | 77.9%-33.4pp | 74.8%-30.4pp | 82.8%-38.4pp |
| Annual return | 20.39% | 175.46%-155.1pp | 87.59%-67.2pp | 578.58%-558.2pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,906 | $4,183-30.5% | $3,329-12.7% | $5,439-46.6% |
| Admin fee / account holder | $589 | $5,952-90.1% | $3,599-83.6% | $10,886-94.6% |