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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 | $36,015 | $57,305-37.2% | $86,640-58.4% | $75,173-52.1% |
| Participation rate | 19.6% | 63.2%-43.6pp | 71.7%-52.1pp | 67.2%-47.6pp |
| Annual return | 16.60% | 2674.24%-2657.6pp | 592.52%-575.9pp | 160.72%-144.1pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,675 | $3,320-49.5% | $4,438-62.2% | $4,126-59.4% |
| Admin fee / account holder | $30,046 | $4,116+630.0% | $5,616+435.0% | $5,651+431.7% |