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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 | $41,618 | $63,346-34.3% | $92,240-54.9% | $70,126-40.7% |
| Participation rate | 54.8% | 68.7%-13.8pp | 76.5%-21.6pp | 69.5%-14.7pp |
| Annual return | 19.55% | 530.19%-510.6pp | 176.29%-156.7pp | 73.15%-53.6pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,250 | $2,854-56.2% | $3,897-67.9% | $3,332-62.5% |
| Admin fee / account holder | $13,825 | $3,841+260.0% | $5,194+166.2% | $4,645+197.6% |