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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 | $37,205 | $75,962-51.0% | $154,108-75.9% | $64,173-42.0% |
| Participation rate | 55.9% | 70.4%-14.5pp | 83.0%-27.2pp | 69.6%-13.7pp |
| Annual return | 5.63% | 30.32%-24.7pp | 735.21%-729.6pp | 7.63%-2.0pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,618 | $3,175-49.0% | $5,081-68.1% | $3,470-53.4% |
| Admin fee / account holder | $1,137 | $5,589-79.7% | $13,411-91.5% | $4,887-76.7% |