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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 | $62,662 | $28,624+118.9% | $53,647+16.8% | $82,637-24.2% |
| Participation rate | 7.4% | 47.3%-39.9pp | 56.3%-48.9pp | 68.1%-60.6pp |
| Annual return | 15.66% | 664.98%-649.3pp | 358.33%-342.7pp | 53.51%-37.8pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $1,196-100.0% | $1,813-100.0% | $4,126-100.0% |
| Admin fee / account holder | $646 | $2,022-68.1% | $2,460-73.8% | $7,339-91.2% |