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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 | $68,120 | $102,429-33.5% | $147,096-53.7% | $80,925-15.8% |
| Participation rate | 57.8% | 75.9%-18.1pp | 82.2%-24.4pp | 67.7%-9.9pp |
| Annual return | 22.21% | 135.02%-112.8pp | 419.75%-397.5pp | 35.65%-13.4pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,005 | $6,649-9.7% | $8,071-25.6% | $4,299+39.7% |
| Admin fee / account holder | $29,585 | $7,957+271.8% | $13,005+127.5% | $6,940+326.3% |