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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 | $56,431-42.8% | $130,788-75.3% | $87,485-63.1% |
| Participation rate | 9.8% | 58.9%-49.1pp | 70.1%-60.3pp | 68.9%-59.1pp |
| Annual return | 15.14% | 91.27%-76.1pp | 386.44%-371.3pp | 26.06%-10.9pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,108 | $2,749-59.7% | $4,137-73.2% | $4,274-74.1% |
| Admin fee / account holder | $16,322 | $4,433+268.2% | $6,673+144.6% | $7,775+109.9% |