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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 | $43,730-14.6% | $66,674-44.0% | $64,097-41.8% |
| Participation rate | 19.3% | 50.7%-31.5pp | 73.7%-54.4pp | 55.2%-35.9pp |
| Annual return | 13.54% | 53.62%-40.1pp | 321.24%-307.7pp | 34.64%-21.1pp |
| Employer contribution / active EE | $0 | $1,673-100.0% | $2,620-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,364 | $2,122-35.7% | $4,084-66.6% | $3,080-55.7% |
| Admin fee / account holder | $5,790 | $2,708+113.8% | $5,098+13.6% | $3,454+67.6% |