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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 | $49,648 | $150,346-67.0% | $120,524-58.8% | $145,877-66.0% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 17.79% | 154.40%-136.6pp | 107.36%-89.6pp | 551.28%-533.5pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,250 | $6,172+82.3% | $4,994+125.3% | $6,691+68.1% |
| Admin fee / account holder | $1,840 | $12,215-84.9% | $9,440-80.5% | $13,402-86.3% |