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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 | $45,445 | $40,566+12.0% | $96,754-53.0% | $64,728-29.8% |
| Participation rate | 3.8% | 24.8%-21.1pp | 70.3%-66.5pp | 57.9%-54.1pp |
| Annual return | 12.19% | 93.20%-81.0pp | 82.04%-69.9pp | 49.38%-37.2pp |
| Employer contribution / active EE | $101 | $808-87.5% | $2,679-96.2% | $2,243-95.5% |
| Participant deferral / active EE | $0 | $933-100.0% | $4,758-100.0% | $2,729-100.0% |
| Admin fee / account holder | $16,467 | $2,770+494.6% | $8,905+84.9% | $1,145+1338.0% |