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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 | $40,212 | $102,422-60.7% | $147,117-72.7% | $80,959-50.3% |
| Participation rate | 61.5% | 75.9%-14.3pp | 82.2%-20.6pp | 67.7%-6.1pp |
| Annual return | 49.61% | 135.16%-85.5pp | 420.54%-370.9pp | 35.67%+13.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,297 | $6,652+9.7% | $8,065-9.5% | $4,300+69.7% |
| Admin fee / account holder | $628 | $7,953-92.1% | $12,993-95.2% | $6,925-90.9% |