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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 | $15,630 | $84,685-81.5% | $73,836-78.8% | $125,389-87.5% |
| Participation rate | 52.9% | 76.8%-23.8pp | 73.4%-20.5pp | 83.2%-30.2pp |
| Annual return | 1.78% | 3123.80%-3122.0pp | 2268.06%-2266.3pp | 282.24%-280.5pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,553 | $3,993-36.1% | $3,583-28.8% | $5,352-52.3% |
| Admin fee / account holder | $15,405 | $5,694+170.5% | $4,882+215.6% | $9,541+61.5% |