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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 | $46,329 | $57,330-19.2% | $86,656-46.5% | $75,177-38.4% |
| Participation rate | 38.9% | 63.2%-24.3pp | 71.7%-32.8pp | 67.2%-28.3pp |
| Annual return | 21.20% | 2675.40%-2654.2pp | 593.09%-571.9pp | 160.75%-139.6pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,027 | $3,320-69.1% | $4,439-76.9% | $4,126-75.1% |
| Admin fee / account holder | $1,852 | $4,115-55.0% | $5,619-67.0% | $5,651-67.2% |