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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 | $102,422-63.6% | $147,117-74.7% | $80,959-54.0% |
| Participation rate | 25.0% | 75.9%-50.9pp | 82.2%-57.2pp | 67.7%-42.7pp |
| Annual return | 24.53% | 135.16%-110.6pp | 420.54%-396.0pp | 35.67%-11.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,746 | $6,652-13.6% | $8,065-28.8% | $4,300+33.6% |
| Admin fee / account holder | $18,236 | $7,953+129.3% | $12,993+40.4% | $6,925+163.3% |