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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 | $72,426-58.6% | $67,560-55.6% | $145,897-79.5% |
| Participation rate | 26.3% | 76.9%-50.6pp | 72.9%-46.6pp | 80.3%-54.0pp |
| Annual return | 10.51% | 7226.78%-7216.3pp | 3533.50%-3523.0pp | 552.29%-541.8pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,329 | $4,785-72.2% | $4,004-66.8% | $6,689-80.1% |
| Admin fee / account holder | $8,422 | $5,514+52.7% | $3,994+110.9% | $13,390-37.1% |