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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 | $32,287 | $52,353-38.3% | $120,225-73.1% | $82,448-60.8% |
| Participation rate | 9.8% | 58.3%-48.5pp | 69.6%-59.8pp | 68.1%-58.3pp |
| Annual return | 15.14% | 61.85%-46.7pp | 439.23%-424.1pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,108 | $2,627-57.8% | $3,999-72.3% | $4,139-73.2% |
| Admin fee / account holder | $16,322 | $4,363+274.1% | $5,696+186.5% | $7,234+125.6% |