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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 | $45,103 | $111,785-59.7% | $93,669-51.8% | $145,877-69.1% |
| Participation rate | 21.1% | 74.2%-53.2pp | 68.7%-47.7pp | 80.3%-59.2pp |
| Annual return | 10.10% | 203.79%-193.7pp | 133.59%-123.5pp | 551.28%-541.2pp |
| Employer contribution / active EE | $1,197 | $3,096-61.3% | $2,424-50.6% | $4,663-74.3% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $57,877 | $10,256+464.3% | $8,291+598.1% | $13,402+331.9% |