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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 | $88,778-6.0% | $81,844+2.0% | $145,884-42.8% |
| Participation rate | 53.8% | 75.1%-21.2pp | 72.4%-18.5pp | 80.3%-26.5pp |
| Annual return | 13.86% | 1033.03%-1019.2pp | 778.87%-765.0pp | 551.85%-538.0pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $919 | $4,648-80.2% | $4,323-78.7% | $6,690-86.3% |
| Admin fee / account holder | $40,970 | $8,430+386.0% | $7,355+457.0% | $13,392+205.9% |