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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 | $23,387 | $106,008-77.9% | $92,240-74.6% | $147,586-84.2% |
| Participation rate | 35.0% | 80.4%-45.4pp | 76.5%-41.5pp | 82.8%-47.8pp |
| Annual return | 10.50% | 50.05%-39.6pp | 176.29%-165.8pp | 578.59%-568.1pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,780 | $4,478-60.2% | $3,897-54.3% | $5,439-67.3% |
| Admin fee / account holder | $432 | $6,333-93.2% | $5,194-91.7% | $10,886-96.0% |