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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 | $45,372 | $102,429-55.7% | $147,096-69.2% | $80,925-43.9% |
| Participation rate | 19.0% | 75.9%-56.8pp | 82.2%-63.1pp | 67.7%-48.6pp |
| Annual return | 14.45% | 135.02%-120.6pp | 419.75%-405.3pp | 35.65%-21.2pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,836 | $6,649-42.3% | $8,071-52.5% | $4,299-10.8% |
| Admin fee / account holder | $25,547 | $7,957+221.1% | $13,005+96.4% | $6,940+268.1% |