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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 | $45,423 | $99,053-54.1% | $88,179-48.5% | $138,895-67.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.1%-19.1pp | 79.9%-29.9pp |
| Annual return | 12.84% | 78.17%-65.3pp | 64.97%-52.1pp | 145.39%-132.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,521 | $5,225+43.9% | $4,614+63.0% | $6,396+17.6% |
| Admin fee / account holder | $7,111 | $8,748-18.7% | $7,673-7.3% | $12,562-43.4% |