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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 | $29,391 | $102,638-71.4% | $81,982-64.1% | $158,982-81.5% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.3%-19.3pp | 82.0%-32.0pp |
| Annual return | 10.45% | 61.05%-50.6pp | 41.31%-30.9pp | 302.99%-292.5pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,832 | $4,649-60.6% | $3,722-50.8% | $5,983-69.4% |
| Admin fee / account holder | $8,043 | $8,237-2.4% | $5,665+42.0% | $11,252-28.5% |