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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 | $31,325 | $60,119-47.9% | $90,430-65.4% | $79,858-60.8% |
| Participation rate | 46.3% | 65.0%-18.6pp | 72.7%-26.3pp | 69.6%-23.3pp |
| Annual return | 16.15% | 71.94%-55.8pp | 1293.73%-1277.6pp | 31.72%-15.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,191 | $2,938-59.5% | $3,963-69.9% | $3,740-68.1% |
| Admin fee / account holder | $2,531 | $3,976-36.3% | $5,613-54.9% | $5,306-52.3% |