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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 | $50,145 | $232,540-78.4% | $185,117-72.9% | $147,586-66.0% |
| Participation rate | 63.6% | 82.4%-18.7pp | 77.3%-13.6pp | 82.8%-19.2pp |
| Annual return | 14.99% | 43.03%-28.0pp | 40.50%-25.5pp | 578.59%-563.6pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,200 | $5,834-79.4% | $5,045-76.2% | $5,439-77.9% |
| Admin fee / account holder | $1,982 | $10,275-80.7% | $8,159-75.7% | $10,886-81.8% |