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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 | $45,445 | $47,974-5.3% | $129,031-64.8% | $69,255-34.4% |
| Participation rate | 3.8% | 29.2%-25.5pp | 73.4%-69.6pp | 69.0%-65.3pp |
| Annual return | 12.19% | 116.92%-104.7pp | 34.67%-22.5pp | 26.73%-14.5pp |
| Employer contribution / active EE | $101 | $755-86.6% | $3,226-96.9% | $2,645-96.2% |
| Participant deferral / active EE | $0 | $1,143-100.0% | $5,217-100.0% | $2,890-100.0% |
| Admin fee / account holder | $16,467 | $2,691+512.0% | $13,208+24.7% | $733+2147.2% |