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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 | $45,297 | $125,193-63.8% | $105,591-57.1% | $145,978-69.0% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 15.36% | 225.53%-210.2pp | 116.43%-101.1pp | 550.52%-535.2pp |
| Employer contribution / active EE | $0 | $3,718-100.0% | $3,166-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,213 | $5,708+43.9% | $5,008+64.0% | $6,690+22.8% |
| Admin fee / account holder | $9,282 | $17,277-46.3% | $11,024-15.8% | $13,400-30.7% |