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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 | $27,368 | $62,393-56.1% | $120,580-77.3% | $74,478-63.3% |
| Participation rate | 31.4% | 56.8%-25.4pp | 72.0%-40.6pp | 67.2%-35.8pp |
| Annual return | 48.39% | 18.61%+29.8pp | 107.48%-59.1pp | 1370.56%-1322.2pp |
| Employer contribution / active EE | $0 | $1,845-100.0% | $3,469-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,497 | $2,886-48.1% | $4,995-70.0% | $4,350-65.6% |
| Admin fee / account holder | $1,915 | $2,396-20.1% | $9,418-79.7% | $1,946-1.6% |