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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 | $47,863 | $106,003-54.8% | $92,236-48.1% | $147,585-67.6% |
| Participation rate | 55.6% | 80.4%-24.9pp | 76.5%-20.9pp | 82.8%-27.3pp |
| Annual return | 11.94% | 50.05%-38.1pp | 176.29%-164.4pp | 578.57%-566.6pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,541 | $4,478-43.2% | $3,897-34.8% | $5,439-53.3% |
| Admin fee / account holder | $9,576 | $6,333+51.2% | $5,194+84.4% | $10,885-12.0% |