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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 | $64,282 | $85,171-24.5% | $172,753-62.8% | $72,976-11.9% |
| Participation rate | 56.7% | 70.1%-13.4pp | 82.6%-26.0pp | 69.5%-12.8pp |
| Annual return | 20.23% | 27.32%-7.1pp | 803.00%-782.8pp | 81.02%-60.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,681 | $3,260-48.4% | $5,198-67.7% | $3,608-53.4% |
| Admin fee / account holder | $9,747 | $5,880+65.8% | $13,956-30.2% | $5,124+90.2% |