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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 | $45,395 | $85,766-47.1% | $136,298-66.7% | $70,126-35.3% |
| Participation rate | 57.6% | 74.2%-16.5pp | 81.9%-24.3pp | 69.5%-11.9pp |
| Annual return | 20.87% | 31.46%-10.6pp | 5156.27%-5135.4pp | 73.15%-52.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,133 | $5,051-18.2% | $6,247-33.8% | $3,332+24.0% |
| Admin fee / account holder | $2,567 | $5,421-52.6% | $9,244-72.2% | $4,645-44.7% |