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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 | $72,587 | $106,008-31.5% | $92,240-21.3% | $147,586-50.8% |
| Participation rate | 36.4% | 80.4%-44.1pp | 76.5%-40.1pp | 82.8%-46.5pp |
| Annual return | 14.35% | 50.05%-35.7pp | 176.29%-161.9pp | 578.59%-564.2pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,279 | $4,478-71.4% | $3,897-67.2% | $5,439-76.5% |
| Admin fee / account holder | $12,590 | $6,333+98.8% | $5,194+142.4% | $10,886+15.7% |