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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 | $37,496 | $41,150-8.9% | $80,627-53.5% | $71,511-47.6% |
| Participation rate | 28.4% | 50.3%-21.8pp | 67.0%-38.6pp | 67.9%-39.5pp |
| Annual return | 18.68% | 38.48%-19.8pp | 936.76%-918.1pp | 28.86%-10.2pp |
| Employer contribution / active EE | $0 | $1,515-100.0% | $2,723-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,257 | $2,701-16.5% | $4,443-49.2% | $4,291-47.4% |
| Admin fee / account holder | $6,895 | $1,841+274.5% | $5,381+28.1% | $1,588+334.0% |