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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 | $62,409-56.1% | $120,574-77.3% | $74,459-63.2% |
| Participation rate | 31.4% | 56.8%-25.4pp | 71.9%-40.5pp | 67.2%-35.8pp |
| Annual return | 48.39% | 18.62%+29.8pp | 107.42%-59.0pp | 1369.70%-1321.3pp |
| Employer contribution / active EE | $0 | $1,847-100.0% | $3,471-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,497 | $2,888-48.2% | $4,996-70.0% | $4,350-65.6% |
| Admin fee / account holder | $1,915 | $2,394-20.0% | $9,445-79.7% | $1,945-1.5% |