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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 | $44,764 | $96,691-53.7% | $86,656-48.3% | $139,487-67.9% |
| Participation rate | 44.4% | 74.4%-30.0pp | 71.7%-27.3pp | 80.3%-35.9pp |
| Annual return | 11.66% | 106.87%-95.2pp | 593.09%-581.4pp | 373.84%-362.2pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,578 | $4,838-67.4% | $4,439-64.5% | $6,713-76.5% |
| Admin fee / account holder | $10,009 | $6,414+56.0% | $5,619+78.1% | $11,407-12.3% |