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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 | $65,080 | $99,079-34.3% | $78,002-16.6% | $273,972-76.2% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.5%-35.5pp | 83.0%-43.0pp |
| Annual return | 10.29% | 217.93%-207.6pp | 425.99%-415.7pp | 41.46%-31.2pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,269 | $4,306+22.4% | $3,497+50.7% | $5,287-0.3% |
| Admin fee / account holder | $46,258 | $8,954+416.6% | $5,481+744.0% | $10,133+356.5% |