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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 | $45,900-18.7% | $94,057-60.3% | $64,340-42.0% |
| Participation rate | 19.3% | 50.6%-31.3pp | 73.3%-54.1pp | 55.2%-36.0pp |
| Annual return | 13.54% | 50.47%-36.9pp | 480.62%-467.1pp | 24.14%-10.6pp |
| Employer contribution / active EE | $0 | $1,612-100.0% | $2,933-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,364 | $2,102-35.1% | $4,709-71.0% | $2,980-54.2% |
| Admin fee / account holder | $5,790 | $3,143+84.2% | $7,244-20.1% | $3,703+56.4% |