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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 | $33,235 | $57,305-42.0% | $86,640-61.6% | $75,173-55.8% |
| Participation rate | 55.0% | 63.2%-8.2pp | 71.7%-16.7pp | 67.2%-12.2pp |
| Annual return | 16.51% | 2674.24%-2657.7pp | 592.52%-576.0pp | 160.72%-144.2pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,542 | $3,320-53.6% | $4,438-65.3% | $4,126-62.6% |
| Admin fee / account holder | $5,934 | $4,116+44.2% | $5,616+5.7% | $5,651+5.0% |