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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 | $34,510 | $39,245-12.1% | $64,105-46.2% | $52,331-34.1% |
| Participation rate | 55.7% | 58.2%-2.5pp | 68.2%-12.5pp | 68.1%-12.4pp |
| Annual return | 63.62% | 14.79%+48.8pp | 791.24%-727.6pp | 4.54%+59.1pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,520 | $1,992+26.5% | $2,822-10.7% | $3,022-16.6% |
| Admin fee / account holder | $948 | $592+60.0% | $4,499-78.9% | $592+60.2% |