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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 | $55,074 | $90,489-39.1% | $76,051-27.6% | $145,978-62.3% |
| Participation rate | 65.2% | 74.5%-9.3pp | 69.1%-3.9pp | 80.3%-15.1pp |
| Annual return | 14.70% | 622.78%-608.1pp | 360.42%-345.7pp | 550.52%-535.8pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,690-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,113 | $5,164-20.4% | $4,257-3.4% | $6,690-38.5% |
| Admin fee / account holder | $14,917 | $8,374+78.1% | $6,416+132.5% | $13,400+11.3% |