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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 | $47,768 | $100,203-52.3% | $85,240-44.0% | $145,897-67.3% |
| Participation rate | 59.1% | 74.1%-15.0pp | 67.5%-8.4pp | 80.3%-21.2pp |
| Annual return | 9.99% | 84.28%-74.3pp | 66.75%-56.8pp | 552.29%-542.3pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,470 | $5,299-72.3% | $4,527-67.5% | $6,689-78.0% |
| Admin fee / account holder | $4,793 | $7,265-34.0% | $6,165-22.2% | $13,390-64.2% |