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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 | $38,775 | $57,330-32.4% | $86,656-55.3% | $75,177-48.4% |
| Participation rate | 30.6% | 63.2%-32.6pp | 71.7%-41.1pp | 67.2%-36.6pp |
| Annual return | 17.71% | 2675.40%-2657.7pp | 593.09%-575.4pp | 160.75%-143.0pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,218 | $3,320-63.3% | $4,439-72.6% | $4,126-70.5% |
| Admin fee / account holder | $3,155 | $4,115-23.3% | $5,619-43.9% | $5,651-44.2% |