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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 | $47,169 | $90,614-47.9% | $76,089-38.0% | $145,877-67.7% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 14.99% | 623.80%-608.8pp | 360.94%-345.9pp | 551.28%-536.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,215 | $5,168+0.9% | $4,259+22.4% | $6,691-22.1% |
| Admin fee / account holder | $6,368 | $8,376-24.0% | $6,418-0.8% | $13,402-52.5% |