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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 | $43,147 | $60,139-28.3% | $90,461-52.3% | $79,856-46.0% |
| Participation rate | 8.1% | 65.0%-56.9pp | 72.7%-64.6pp | 69.6%-61.5pp |
| Annual return | 10.84% | 71.96%-61.1pp | 1294.76%-1283.9pp | 31.71%-20.9pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $965 | $2,939-67.2% | $3,964-75.7% | $3,741-74.2% |
| Admin fee / account holder | $30,473 | $3,978+666.0% | $5,617+442.6% | $5,306+474.3% |