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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 | $62,194 | $96,678-35.7% | $86,640-28.2% | $139,466-55.4% |
| Participation rate | 15.4% | 74.4%-59.0pp | 71.7%-56.3pp | 80.3%-64.9pp |
| Annual return | 11.04% | 106.69%-95.6pp | 592.52%-581.5pp | 373.66%-362.6pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,589 | $4,837-67.2% | $4,438-64.2% | $6,712-76.3% |
| Admin fee / account holder | $9,748 | $6,410+52.1% | $5,616+73.6% | $11,409-14.6% |