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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 | $90,397-47.8% | $76,002-37.9% | $145,959-67.7% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 14.99% | 621.97%-607.0pp | 360.07%-345.1pp | 561.95%-547.0pp |
| Employer contribution / active EE | $0 | $3,317-100.0% | $2,688-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,215 | $5,163+1.0% | $4,257+22.5% | $6,689-22.0% |
| Admin fee / account holder | $6,368 | $8,369-23.9% | $6,414-0.7% | $13,398-52.5% |