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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 | $77,755 | $102,393-24.1% | $147,041-47.1% | $80,911-3.9% |
| Participation rate | 21.4% | 75.9%-54.4pp | 82.2%-60.7pp | 67.6%-46.2pp |
| Annual return | 16.16% | 134.95%-118.8pp | 419.21%-403.1pp | 35.63%-19.5pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,023 | $6,647-39.5% | $8,071-50.1% | $4,297-6.4% |
| Admin fee / account holder | $12,853 | $7,943+61.8% | $13,006-1.2% | $6,935+85.3% |