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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 | $73,532-36.9% | $178,540-74.0% | $74,459-37.7% |
| Participation rate | 66.4% | 66.6%-0.2pp | 77.1%-10.7pp | 67.2%-0.8pp |
| Annual return | 35.65% | 17.51%+18.1pp | 27.15%+8.5pp | 1369.70%-1334.1pp |
| Employer contribution / active EE | $0 | $2,221-100.0% | $3,953-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $6,349 | $4,519+40.5% | $6,281+1.1% | $4,350+46.0% |
| Admin fee / account holder | $6,016 | $1,813+231.9% | $10,424-42.3% | $1,945+209.3% |