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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 | $40,931 | $65,555-37.6% | $86,216-52.5% | $75,173-45.6% |
| Participation rate | 42.4% | 60.5%-18.1pp | 69.0%-26.5pp | 67.2%-24.8pp |
| Annual return | 36.27% | 46.07%-9.8pp | 1169.42%-1133.1pp | 160.72%-124.4pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,155 | $3,023-28.7% | $3,986-45.9% | $4,126-47.8% |
| Admin fee / account holder | $642 | $5,469-88.3% | $6,853-90.6% | $5,651-88.6% |