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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 | $102,393-60.7% | $147,041-72.7% | $80,911-50.3% |
| Participation rate | 61.5% | 75.9%-14.3pp | 82.2%-20.6pp | 67.6%-6.1pp |
| Annual return | 49.61% | 134.95%-85.3pp | 419.21%-369.6pp | 35.63%+14.0pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,297 | $6,647+9.8% | $8,071-9.6% | $4,297+69.8% |
| Admin fee / account holder | $628 | $7,943-92.1% | $13,006-95.2% | $6,935-91.0% |