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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 | $49,048 | $162,529-69.8% | $130,788-62.5% | $154,746-68.3% |
| Participation rate | 11.1% | 75.9%-64.7pp | 70.1%-59.0pp | 80.7%-69.6pp |
| Annual return | 10.16% | 510.48%-500.3pp | 386.44%-376.3pp | 172.34%-162.2pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $485 | $4,808-89.9% | $4,137-88.3% | $6,730-92.8% |
| Admin fee / account holder | $38,713 | $7,669+404.8% | $6,673+480.2% | $14,365+169.5% |