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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 | $26,127 | $138,076-81.1% | $123,553-78.9% | $135,380-80.7% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | 3.82% | 153.70%-149.9pp | 119.21%-115.4pp | 519.81%-516.0pp |
| Employer contribution / active EE | $2,110 | $5,152-59.0% | $4,628-54.4% | $4,779-55.8% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $15,815 | $10,917+44.9% | $9,284+70.3% | $10,828+46.1% |