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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 | $25,468 | $104,924-75.7% | $84,623-69.9% | $152,885-83.3% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.5%-32.5pp |
| Annual return | 12.58% | 373.82%-361.2pp | 258.77%-246.2pp | 345.39%-332.8pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,505 | $4,689-67.9% | $3,899-61.4% | $5,851-74.3% |
| Admin fee / account holder | $30,746 | $6,242+392.6% | $4,913+525.8% | $11,598+165.1% |