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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 | $56,203 | $157,304-64.3% | $141,197-60.2% | $152,909-63.2% |
| Participation rate | 52.6% | 84.8%-32.2pp | 82.5%-29.8pp | 82.5%-29.8pp |
| Annual return | 19.12% | 64.34%-45.2pp | 71.41%-52.3pp | 345.46%-326.3pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,058 | $7,111-0.7% | $6,710+5.2% | $5,851+20.6% |
| Admin fee / account holder | $3,954 | $12,126-67.4% | $10,265-61.5% | $11,601-65.9% |