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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 | $111,878-59.7% | $93,727-51.9% | $145,897-69.1% |
| Participation rate | 21.1% | 74.2%-53.2pp | 68.7%-47.7pp | 80.3%-59.3pp |
| Annual return | 10.10% | 204.28%-194.2pp | 133.83%-123.7pp | 552.29%-542.2pp |
| Employer contribution / active EE | $1,197 | $3,092-61.3% | $2,421-50.6% | $4,663-74.3% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $57,877 | $10,256+464.3% | $8,292+598.0% | $13,390+332.2% |