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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 | $30,401 | $73,518-58.6% | $63,005-51.7% | $147,585-79.4% |
| Participation rate | 27.3% | 77.9%-50.6pp | 74.8%-47.5pp | 82.8%-55.6pp |
| Annual return | 14.06% | 175.46%-161.4pp | 87.59%-73.5pp | 578.58%-564.5pp |
| Employer contribution / active EE | $3,476 | $3,322+4.6% | $2,760+25.9% | $4,876-28.7% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $13,435 | $5,952+125.7% | $3,599+273.2% | $10,886+23.4% |