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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 | $53,972 | $105,200-48.7% | $159,474-66.2% | $85,847-37.1% |
| Participation rate | 42.3% | 75.8%-33.5pp | 82.8%-40.5pp | 69.3%-27.0pp |
| Annual return | 14.68% | 45.08%-30.4pp | 263.68%-249.0pp | 318.61%-303.9pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,255 | $5,946-11.6% | $7,353-28.5% | $3,952+33.0% |
| Admin fee / account holder | $23,775 | $6,934+242.8% | $10,802+120.1% | $6,261+279.7% |