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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 | $51,574 | $111,878-53.9% | $93,727-45.0% | $145,897-64.7% |
| Participation rate | 13.0% | 74.2%-61.2pp | 68.7%-55.7pp | 80.3%-67.3pp |
| Annual return | 13.85% | 204.28%-190.4pp | 133.83%-120.0pp | 552.29%-538.4pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,739 | $4,920-64.7% | $4,417-60.6% | $6,689-74.0% |
| Admin fee / account holder | $360 | $10,256-96.5% | $8,292-95.7% | $13,390-97.3% |