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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 | $76,519-59.0% | $56,025-44.0% | $145,897-78.5% |
| Participation rate | 53.8% | 63.2%-9.4pp | 52.5%+1.3pp | 80.3%-26.5pp |
| Annual return | 13.45% | 3017.03%-3003.6pp | 1712.69%-1699.2pp | 552.29%-538.8pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,634 | $2,624+38.5% | $1,955+85.9% | $6,689-45.7% |
| Admin fee / account holder | $6,117 | $3,331+83.7% | $2,828+116.3% | $13,390-54.3% |