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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 | $26,944 | $73,518-63.4% | $63,003-57.2% | $147,585-81.7% |
| Participation rate | 46.2% | 77.9%-31.7pp | 74.8%-28.7pp | 82.8%-36.7pp |
| Annual return | 12.34% | 175.46%-163.1pp | 87.59%-75.2pp | 578.57%-566.2pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,807 | $4,183-32.9% | $3,329-15.7% | $5,439-48.4% |
| Admin fee / account holder | $11,275 | $5,952+89.4% | $3,600+213.2% | $10,885+3.6% |