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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 | $37,331 | $47,105-20.7% | $68,368-45.4% | $67,986-45.1% |
| Participation rate | 19.3% | 51.8%-32.5pp | 73.8%-54.5pp | 57.2%-37.9pp |
| Annual return | 13.54% | 48.37%-34.8pp | 292.57%-279.0pp | 31.67%-18.1pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,364 | $2,374-42.5% | $4,123-66.9% | $3,358-59.4% |
| Admin fee / account holder | $5,790 | $2,435+137.8% | $5,150+12.4% | $3,203+80.8% |