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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 | $51,671 | $103,038-49.9% | $90,324-42.8% | $152,909-66.2% |
| Participation rate | 58.8% | 75.9%-17.1pp | 73.3%-14.5pp | 82.5%-23.6pp |
| Annual return | 17.10% | 95.25%-78.2pp | 78.15%-61.1pp | 345.46%-328.4pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,169 | $4,282+20.7% | $3,885+33.0% | $5,851-11.7% |
| Admin fee / account holder | $2,215 | $6,177-64.1% | $5,356-58.6% | $11,601-80.9% |