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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 | $83,485 | $88,815-6.0% | $81,882+2.0% | $145,897-42.8% |
| Participation rate | 53.8% | 75.1%-21.2pp | 72.4%-18.5pp | 80.3%-26.5pp |
| Annual return | 13.86% | 1033.75%-1019.9pp | 779.47%-765.6pp | 552.29%-538.4pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $919 | $4,647-80.2% | $4,323-78.7% | $6,689-86.3% |
| Admin fee / account holder | $40,970 | $8,434+385.7% | $7,360+456.7% | $13,390+206.0% |