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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 | $21,312 | $95,975-77.8% | $74,552-71.4% | $135,382-84.3% |
| Participation rate | 57.1% | 75.7%-18.5pp | 69.1%-12.0pp | 82.6%-25.5pp |
| Annual return | 65.75% | 56.96%+8.8pp | 32.53%+33.2pp | 519.77%-454.0pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,238 | $3,844-41.8% | $3,108-28.0% | $5,609-60.1% |
| Admin fee / account holder | $758 | $6,522-88.4% | $5,060-85.0% | $10,829-93.0% |