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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 | $58,372 | $58,3910% | $76,667-23.9% | $72,976-20.0% |
| Participation rate | 50.8% | 67.4%-16.6pp | 72.1%-21.3pp | 69.5%-18.7pp |
| Annual return | 17.40% | 2306.65%-2289.2pp | 1166.74%-1149.3pp | 81.02%-63.6pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,301 | $2,690-14.5% | $3,336-31.0% | $3,608-36.2% |
| Admin fee / account holder | $11,971 | $4,014+198.2% | $6,423+86.4% | $5,124+133.6% |