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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 | $47,841 | $84,713-43.5% | $75,717-36.8% | $167,518-71.4% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.8%-34.8pp | 82.1%-42.1pp |
| Annual return | 11.00% | 199.49%-188.5pp | 104.58%-93.6pp | 478.71%-467.7pp |
| Employer contribution / active EE | $0 | $3,229-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,831 | $4,578-60.0% | $3,821-52.1% | $6,342-71.1% |
| Admin fee / account holder | $14,767 | $5,357+175.7% | $3,619+308.0% | $12,312+19.9% |