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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 | $30,340 | $96,691-68.6% | $86,656-65.0% | $139,487-78.2% |
| Participation rate | 43.5% | 74.4%-30.9pp | 71.7%-28.2pp | 80.3%-36.9pp |
| Annual return | 12.98% | 106.87%-93.9pp | 593.09%-580.1pp | 373.84%-360.9pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,052 | $4,838-78.2% | $4,439-76.3% | $6,713-84.3% |
| Admin fee / account holder | $5,271 | $6,414-17.8% | $5,619-6.2% | $11,407-53.8% |