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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 | $64,736 | $72,403-10.6% | $67,524-4.1% | $145,978-55.7% |
| Participation rate | 26.7% | 76.9%-50.2pp | 72.9%-46.2pp | 80.3%-53.6pp |
| Annual return | 14.42% | 7197.23%-7182.8pp | 3519.41%-3505.0pp | 550.52%-536.1pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,387 | $4,782-50.1% | $4,001-40.4% | $6,690-64.3% |
| Admin fee / account holder | $2,492 | $5,541-55.0% | $4,001-37.7% | $13,400-81.4% |