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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 | $59,995 | $85,766-30.0% | $136,298-56.0% | $70,126-14.4% |
| Participation rate | 52.3% | 74.2%-21.9pp | 81.9%-29.6pp | 69.5%-17.3pp |
| Annual return | 22.05% | 31.46%-9.4pp | 5156.27%-5134.2pp | 73.15%-51.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,929 | $5,051-2.4% | $6,247-21.1% | $3,332+47.9% |
| Admin fee / account holder | $2,052 | $5,421-62.1% | $9,244-77.8% | $4,645-55.8% |