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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 | $29,365 | $85,766-65.8% | $136,298-78.5% | $70,126-58.1% |
| Participation rate | 52.9% | 74.2%-21.2pp | 81.9%-29.0pp | 69.5%-16.6pp |
| Annual return | 53.45% | 31.46%+22.0pp | 5156.27%-5102.8pp | 73.15%-19.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $7,823 | $5,051+54.9% | $6,247+25.2% | $3,332+134.8% |
| Admin fee / account holder | $2,963 | $5,421-45.3% | $9,244-67.9% | $4,645-36.2% |