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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 | $100,139-52.3% | $85,187-43.9% | $145,884-67.3% |
| Participation rate | 59.1% | 74.1%-15.0pp | 67.5%-8.4pp | 80.3%-21.2pp |
| Annual return | 9.99% | 84.15%-74.2pp | 66.67%-56.7pp | 551.85%-541.9pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,470 | $5,296-72.2% | $4,525-67.5% | $6,690-78.0% |
| Admin fee / account holder | $4,793 | $7,262-34.0% | $6,162-22.2% | $13,392-64.2% |