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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 | $45,072 | $73,546-38.7% | $63,018-28.5% | $147,586-69.5% |
| Participation rate | 64.7% | 77.9%-13.2pp | 74.8%-10.1pp | 82.8%-18.1pp |
| Annual return | 9.89% | 175.56%-165.7pp | 87.62%-77.7pp | 578.59%-568.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,667 | $4,185-36.3% | $3,330-19.9% | $5,439-51.0% |
| Admin fee / account holder | $784 | $5,956-86.8% | $3,601-78.2% | $10,886-92.8% |