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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 | $20,649 | $57,330-64.0% | $86,656-76.2% | $75,177-72.5% |
| Participation rate | 37.0% | 63.2%-26.2pp | 71.7%-34.7pp | 67.2%-30.2pp |
| Annual return | 16.62% | 2675.40%-2658.8pp | 593.09%-576.5pp | 160.75%-144.1pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,522 | $3,320-54.2% | $4,439-65.7% | $4,126-63.1% |
| Admin fee / account holder | $776 | $4,115-81.1% | $5,619-86.2% | $5,651-86.3% |