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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 | $47,790 | $102,595-53.4% | $94,057-49.2% | $154,746-69.1% |
| Participation rate | 58.8% | 76.0%-17.2pp | 73.3%-14.5pp | 80.7%-21.9pp |
| Annual return | 19.86% | 583.42%-563.6pp | 480.62%-460.8pp | 172.34%-152.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,612 | $5,118+9.6% | $4,709+19.2% | $6,730-16.6% |
| Admin fee / account holder | $905 | $7,736-88.3% | $7,244-87.5% | $14,365-93.7% |