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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 | $41,638 | $73,546-43.4% | $63,018-33.9% | $147,586-71.8% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.8%-17.7pp | 82.8%-25.7pp |
| Annual return | 15.01% | 175.56%-160.5pp | 87.62%-72.6pp | 578.59%-563.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,532 | $4,185-63.4% | $3,330-54.0% | $5,439-71.8% |
| Admin fee / account holder | $990 | $5,956-83.4% | $3,601-72.5% | $10,886-90.9% |