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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 | $64,736 | $72,446-10.6% | $67,561-4.2% | $145,877-55.6% |
| Participation rate | 26.7% | 76.9%-50.2pp | 72.9%-46.2pp | 80.3%-53.6pp |
| Annual return | 14.42% | 7211.98%-7197.6pp | 3525.44%-3511.0pp | 551.28%-536.9pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,387 | $4,785-50.1% | $4,003-40.4% | $6,691-64.3% |
| Admin fee / account holder | $2,492 | $5,541-55.0% | $4,006-37.8% | $13,402-81.4% |