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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 | $22,474 | $107,363-79.1% | $92,909-75.8% | $152,897-85.3% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 26.11% | 145.63%-119.5pp | 109.44%-83.3pp | 345.43%-319.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,899 | $4,848-40.2% | $4,238-31.6% | $5,851-50.5% |
| Admin fee / account holder | $2,007 | $7,082-71.7% | $5,795-65.4% | $11,599-82.7% |