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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 | $99,921-52.2% | $85,009-43.8% | $145,959-67.3% |
| Participation rate | 59.1% | 74.1%-15.0pp | 67.5%-8.4pp | 80.3%-21.2pp |
| Annual return | 9.99% | 83.89%-73.9pp | 66.47%-56.5pp | 561.95%-552.0pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,728-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,470 | $5,293-72.2% | $4,522-67.5% | $6,689-78.0% |
| Admin fee / account holder | $4,793 | $7,252-33.9% | $6,153-22.1% | $13,398-64.2% |