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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 | $72,800 | $57,305+27.0% | $86,640-16.0% | $75,173-3.2% |
| Participation rate | 30.0% | 63.2%-33.2pp | 71.7%-41.7pp | 67.2%-37.2pp |
| Annual return | 14.73% | 2674.24%-2659.5pp | 592.52%-577.8pp | 160.72%-146.0pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,224 | $3,320-2.9% | $4,438-27.4% | $4,126-21.9% |
| Admin fee / account holder | $1,479 | $4,116-64.1% | $5,616-73.7% | $5,651-73.8% |