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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 | $50,069 | $110,093-54.5% | $97,295-48.5% | $145,897-65.7% |
| Participation rate | 40.0% | 75.9%-35.9pp | 72.7%-32.7pp | 80.3%-40.3pp |
| Annual return | 14.94% | 244.76%-229.8pp | 75.62%-60.7pp | 552.29%-537.4pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,505 | $4,678-67.8% | $4,264-64.7% | $6,689-77.5% |
| Admin fee / account holder | $1,518 | $6,212-75.6% | $5,646-73.1% | $13,390-88.7% |