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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 | $26,399 | $102,382-74.2% | $147,005-82.0% | $80,874-67.4% |
| Participation rate | 62.4% | 75.8%-13.5pp | 82.2%-19.8pp | 67.6%-5.3pp |
| Annual return | 46.81% | 134.89%-88.1pp | 418.76%-372.0pp | 35.62%+11.2pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,632 | $6,646+29.9% | $8,070+7.0% | $4,297+100.9% |
| Admin fee / account holder | $2,750 | $7,942-65.4% | $13,006-78.9% | $6,935-60.3% |