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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 | $46,408 | $73,459-36.8% | $178,528-74.0% | $74,429-37.6% |
| Participation rate | 66.4% | 66.5%-0.1pp | 77.1%-10.7pp | 67.2%-0.8pp |
| Annual return | 35.65% | 17.50%+18.2pp | 27.11%+8.5pp | 1368.38%-1332.7pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,950-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $6,349 | $4,515+40.6% | $6,278+1.1% | $4,348+46.0% |
| Admin fee / account holder | $6,016 | $1,812+232.0% | $10,419-42.3% | $1,944+209.4% |