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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 | $56,116-42.5% | $135,768-76.2% | $86,983-62.9% |
| Participation rate | 9.8% | 60.1%-50.3pp | 71.1%-61.3pp | 69.5%-59.7pp |
| Annual return | 15.14% | 125.33%-110.2pp | 526.10%-511.0pp | 25.83%-10.7pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,108 | $2,690-58.8% | $3,977-72.1% | $4,194-73.6% |
| Admin fee / account holder | $16,322 | $4,314+278.4% | $7,048+131.6% | $7,856+107.8% |