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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 | $45,473 | $106,001-57.1% | $92,235-50.7% | $147,585-69.2% |
| Participation rate | 59.1% | 80.4%-21.3pp | 76.5%-17.4pp | 82.8%-23.7pp |
| Annual return | 12.27% | 50.05%-37.8pp | 176.28%-164.0pp | 578.56%-566.3pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,528 | $4,478+1.1% | $3,897+16.2% | $5,439-16.7% |
| Admin fee / account holder | $17,437 | $6,332+175.4% | $5,194+235.7% | $10,885+60.2% |