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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 | $31,402 | $76,608-59.0% | $56,077-44.0% | $145,877-78.5% |
| Participation rate | 53.8% | 63.2%-9.4pp | 52.5%+1.3pp | 80.3%-26.5pp |
| Annual return | 13.45% | 3009.59%-2996.1pp | 1709.28%-1695.8pp | 551.28%-537.8pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,634 | $2,624+38.5% | $1,954+86.0% | $6,691-45.7% |
| Admin fee / account holder | $6,117 | $3,325+84.0% | $2,825+116.5% | $13,402-54.4% |