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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 | $37,269 | $102,382-63.6% | $147,005-74.6% | $80,874-53.9% |
| Participation rate | 25.0% | 75.8%-50.8pp | 82.2%-57.2pp | 67.6%-42.6pp |
| Annual return | 24.53% | 134.89%-110.4pp | 418.76%-394.2pp | 35.62%-11.1pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,746 | $6,646-13.6% | $8,070-28.8% | $4,297+33.7% |
| Admin fee / account holder | $18,236 | $7,942+129.6% | $13,006+40.2% | $6,935+163.0% |