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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 | $30,529 | $149,040-79.5% | $120,225-74.6% | $137,256-77.8% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 15.26% | 605.68%-590.4pp | 439.23%-424.0pp | 220.34%-205.1pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,655 | $4,655-21.5% | $3,999-8.6% | $6,407-42.9% |
| Admin fee / account holder | $1,109 | $6,348-82.5% | $5,696-80.5% | $12,270-91.0% |