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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 | $32,504 | $102,393-68.3% | $147,041-77.9% | $80,911-59.8% |
| Participation rate | 65.6% | 75.9%-10.2pp | 82.2%-16.5pp | 67.6%-2.0pp |
| Annual return | 203.20% | 134.95%+68.3pp | 419.21%-216.0pp | 35.63%+167.6pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,869 | $6,647+33.4% | $8,071+9.9% | $4,297+106.4% |
| Admin fee / account holder | $411 | $7,943-94.8% | $13,006-96.8% | $6,935-94.1% |