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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 | $37,065 | $55,446-33.2% | $155,574-76.2% | $74,429-50.2% |
| Participation rate | 13.3% | 61.9%-48.6pp | 78.2%-64.9pp | 67.2%-53.9pp |
| Annual return | 17.01% | 269.20%-252.2pp | 64.87%-47.9pp | 1368.38%-1351.4pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,242 | $2,836-56.2% | $5,629-77.9% | $4,348-71.4% |
| Admin fee / account holder | $318 | $1,743-81.8% | $15,914-98.0% | $1,944-83.7% |