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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 | $48,152 | $149,040-67.7% | $120,225-59.9% | $137,256-64.9% |
| Participation rate | 60.0% | 75.4%-15.4pp | 69.6%-9.6pp | 80.0%-20.0pp |
| Annual return | 12.10% | 605.68%-593.6pp | 439.23%-427.1pp | 220.34%-208.2pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,599 | $4,655-65.6% | $3,999-60.0% | $6,407-75.0% |
| Admin fee / account holder | $1,014 | $6,348-84.0% | $5,696-82.2% | $12,270-91.7% |