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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 | $62,662 | $29,319+113.7% | $52,425+19.5% | $82,448-24.0% |
| Participation rate | 7.4% | 46.9%-39.4pp | 55.6%-48.2pp | 68.1%-60.7pp |
| Annual return | 15.66% | 535.20%-519.5pp | 302.12%-286.5pp | 41.64%-26.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $1,171-100.0% | $1,790-100.0% | $4,139-100.0% |
| Admin fee / account holder | $646 | $1,962-67.1% | $2,495-74.1% | $7,234-91.1% |