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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 | $72,582 | $85,169-14.8% | $172,755-58.0% | $72,983-0.5% |
| Participation rate | 35.4% | 70.1%-34.6pp | 82.6%-47.2pp | 69.5%-34.1pp |
| Annual return | 19.71% | 27.32%-7.6pp | 802.94%-783.2pp | 81.01%-61.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,264 | $3,260-30.6% | $5,198-56.4% | $3,608-37.3% |
| Admin fee / account holder | $14,027 | $5,880+138.5% | $13,955+0.5% | $5,124+173.7% |