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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 | $54,092 | $49,896+8.4% | $80,627-32.9% | $75,173-28.0% |
| Participation rate | 20.8% | 55.3%-34.5pp | 67.0%-46.2pp | 67.2%-46.4pp |
| Annual return | 21.41% | 34.67%-13.3pp | 936.76%-915.4pp | 160.72%-139.3pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,071 | $2,992+136.4% | $4,443+59.2% | $4,126+71.4% |
| Admin fee / account holder | $2,199 | $3,578-38.5% | $5,381-59.1% | $5,651-61.1% |