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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 | $29,443 | $135,645-78.3% | $110,243-73.3% | $135,379-78.3% |
| Participation rate | 14.3% | 83.5%-69.2pp | 79.8%-65.5pp | 82.6%-68.4pp |
| Annual return | 2.69% | 513.24%-510.5pp | 314.76%-312.1pp | 519.79%-517.1pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,947 | $5,507-46.5% | $4,672-36.9% | $5,609-47.5% |
| Admin fee / account holder | $65,569 | $11,458+472.3% | $8,548+667.1% | $10,828+505.6% |