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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 | $24,311 | $52,911-54.1% | $73,309-66.8% | $59,633-59.2% |
| Participation rate | 41.5% | 68.2%-26.7pp | 74.9%-33.4pp | 68.7%-27.2pp |
| Annual return | 80.58% | 12.20%+68.4pp | 5.67%+74.9pp | 2041.45%-1960.9pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,785 | $4,069-7.0% | $4,991-24.2% | $3,192+18.6% |
| Admin fee / account holder | $2,716 | $3,835-29.2% | $5,635-51.8% | $4,297-36.8% |