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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 | $40,330 | $84,741-52.4% | $75,731-46.7% | $167,553-75.9% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.8%-8.2pp | 82.1%-15.4pp |
| Annual return | 11.87% | 199.72%-187.9pp | 104.65%-92.8pp | 478.89%-467.0pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,763 | $4,577-39.6% | $3,820-27.7% | $6,343-56.4% |
| Admin fee / account holder | $334 | $5,361-93.8% | $3,620-90.8% | $12,316-97.3% |