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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 | $49,597 | $95,664-48.2% | $76,902-35.5% | $139,487-64.4% |
| Participation rate | 30.0% | 74.0%-44.0pp | 69.6%-39.6pp | 80.3%-50.3pp |
| Annual return | 11.45% | 55.03%-43.6pp | 37.91%-26.5pp | 373.84%-362.4pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,534-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,323 | $4,626-71.4% | $3,833-65.5% | $6,713-80.3% |
| Admin fee / account holder | $38,025 | $8,311+357.5% | $5,479+594.0% | $11,407+233.3% |