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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 | $29,981 | $72,446-58.6% | $67,561-55.6% | $145,877-79.4% |
| Participation rate | 26.3% | 76.9%-50.6pp | 72.9%-46.6pp | 80.3%-54.0pp |
| Annual return | 10.51% | 7211.98%-7201.5pp | 3525.44%-3514.9pp | 551.28%-540.8pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,329 | $4,785-72.2% | $4,003-66.8% | $6,691-80.1% |
| Admin fee / account holder | $8,422 | $5,541+52.0% | $4,006+110.3% | $13,402-37.2% |