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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 | $43,404 | $96,678-55.1% | $86,640-49.9% | $139,466-68.9% |
| Participation rate | 25.0% | 74.4%-49.4pp | 71.7%-46.7pp | 80.3%-55.3pp |
| Annual return | 23.39% | 106.69%-83.3pp | 592.52%-569.1pp | 373.66%-350.3pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $10,619 | $4,837+119.6% | $4,438+139.3% | $6,712+58.2% |
| Admin fee / account holder | $568 | $6,410-91.1% | $5,616-89.9% | $11,409-95.0% |