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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 | $49,539 | $103,000-51.9% | $90,300-45.1% | $152,885-67.6% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.5%-49.1pp |
| Annual return | 15.74% | 95.19%-79.5pp | 78.11%-62.4pp | 345.39%-329.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $776 | $4,281-81.9% | $3,884-80.0% | $5,851-86.7% |
| Admin fee / account holder | $5,901 | $6,173-4.4% | $5,353+10.2% | $11,598-49.1% |