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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 | $25,825 | $116,203-77.8% | $93,621-72.4% | $152,897-83.1% |
| Participation rate | 33.3% | 78.1%-44.7pp | 75.8%-42.5pp | 82.5%-49.1pp |
| Annual return | 46.32% | 35.96%+10.4pp | 32.76%+13.6pp | 345.43%-299.1pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $11,720 | $4,605+154.5% | $4,070+188.0% | $5,851+100.3% |
| Admin fee / account holder | $1,120 | $10,751-89.6% | $7,890-85.8% | $11,599-90.3% |