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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 | $57,454 | $70,366-18.3% | $66,674-13.8% | $138,895-58.6% |
| Participation rate | 57.1% | 76.2%-19.0pp | 73.7%-16.5pp | 79.9%-22.8pp |
| Annual return | 15.29% | 386.41%-371.1pp | 321.24%-306.0pp | 145.39%-130.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,732 | $4,374+122.5% | $4,084+138.3% | $6,396+52.2% |
| Admin fee / account holder | $52,311 | $5,262+894.0% | $5,098+926.1% | $12,562+316.4% |