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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 | $46,435 | $149,040-68.8% | $120,225-61.4% | $137,256-66.2% |
| Participation rate | 28.6% | 75.4%-46.8pp | 69.6%-41.0pp | 80.0%-51.4pp |
| Annual return | 13.39% | 605.68%-592.3pp | 439.23%-425.8pp | 220.34%-207.0pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,032 | $4,655-77.8% | $3,999-74.2% | $6,407-83.9% |
| Admin fee / account holder | $2,024 | $6,348-68.1% | $5,696-64.5% | $12,270-83.5% |