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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 | $68,311 | $99,995-31.7% | $85,063-19.7% | $145,978-53.2% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 11.13% | 83.99%-72.9pp | 66.54%-55.4pp | 550.52%-539.4pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $931 | $5,295-82.4% | $4,523-79.4% | $6,690-86.1% |
| Admin fee / account holder | $26,163 | $7,255+260.6% | $6,155+325.1% | $13,400+95.2% |