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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 | $102,385-74.2% | $147,080-82.1% | $80,935-67.4% |
| Participation rate | 62.4% | 75.9%-13.5pp | 82.2%-19.8pp | 67.7%-5.3pp |
| Annual return | 46.81% | 135.09%-88.3pp | 420.17%-373.4pp | 35.66%+11.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,632 | $6,651+29.8% | $8,066+7.0% | $4,299+100.8% |
| Admin fee / account holder | $2,750 | $7,951-65.4% | $12,989-78.8% | $6,924-60.3% |