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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 | $44,015 | $103,393-57.4% | $87,103-49.5% | $152,909-71.2% |
| Participation rate | 16.7% | 79.4%-62.7pp | 76.9%-60.2pp | 82.5%-65.8pp |
| Annual return | 55.03% | 28.10%+26.9pp | 28.19%+26.8pp | 345.46%-290.4pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $380 | $12,195-96.9% | $7,491-94.9% | $11,601-96.7% |