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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 | $52,527 | $102,422-48.7% | $147,117-64.3% | $80,959-35.1% |
| Participation rate | 43.8% | 75.9%-32.1pp | 82.2%-38.4pp | 67.7%-23.9pp |
| Annual return | 88.56% | 135.16%-46.6pp | 420.54%-332.0pp | 35.67%+52.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,609 | $6,652-15.7% | $8,065-30.4% | $4,300+30.4% |
| Admin fee / account holder | $1,096 | $7,953-86.2% | $12,993-91.6% | $6,925-84.2% |