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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 | $64,011 | $99,652-35.8% | $78,778-18.7% | $147,585-56.6% |
| Participation rate | 42.1% | 76.2%-34.1pp | 69.2%-27.1pp | 82.8%-40.7pp |
| Annual return | 17.63% | 47.28%-29.7pp | 35.62%-18.0pp | 578.58%-561.0pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,901 | $3,664-48.1% | $2,958-35.8% | $5,439-65.1% |
| Admin fee / account holder | $32,363 | $7,155+352.3% | $5,134+530.4% | $10,886+197.3% |