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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 | $37,450 | $65,434-42.8% | $98,483-62.0% | $85,847-56.4% |
| Participation rate | 17.2% | 65.0%-47.8pp | 73.3%-56.1pp | 69.3%-52.1pp |
| Annual return | 15.92% | 21.75%-5.8pp | 1494.38%-1478.5pp | 318.61%-302.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,854 | $3,168-41.5% | $4,276-56.6% | $3,952-53.1% |
| Admin fee / account holder | $15,029 | $4,595+227.1% | $5,953+152.5% | $6,261+140.1% |