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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 | $49,661 | $121,701-59.2% | $104,639-52.5% | $158,982-68.8% |
| Participation rate | 14.3% | 77.5%-63.3pp | 74.1%-59.8pp | 82.0%-67.7pp |
| Annual return | 11.36% | 465.72%-454.4pp | 340.67%-329.3pp | 302.99%-291.6pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $692 | $4,176-83.4% | $3,738-81.5% | $5,983-88.4% |
| Admin fee / account holder | $13,571 | $7,778+74.5% | $6,465+109.9% | $11,252+20.6% |