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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 | $30,552 | $51,184-40.3% | $66,439-54.0% | $86,983-64.9% |
| Participation rate | 66.7% | 68.5%-1.8pp | 74.5%-7.8pp | 69.5%-2.9pp |
| Annual return | 11.95% | 17.07%-5.1pp | 757.66%-745.7pp | 25.83%-13.9pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,092 | $2,927+73.9% | $3,876+31.4% | $4,194+21.4% |
| Admin fee / account holder | $4,761 | $4,154+14.6% | $6,173-22.9% | $7,856-39.4% |