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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 | $51,814 | $102,382-49.4% | $147,005-64.8% | $80,874-35.9% |
| Participation rate | 62.9% | 75.8%-13.0pp | 82.2%-19.3pp | 67.6%-4.8pp |
| Annual return | 15.28% | 134.89%-119.6pp | 418.76%-403.5pp | 35.62%-20.3pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,277 | $6,646+54.6% | $8,070+27.4% | $4,297+139.2% |
| Admin fee / account holder | $2,572 | $7,942-67.6% | $13,006-80.2% | $6,935-62.9% |