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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 | $23,764 | $73,518-67.7% | $63,005-62.3% | $147,585-83.9% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.8%-12.3pp | 82.8%-20.3pp |
| Annual return | 14.68% | 175.46%-160.8pp | 87.59%-72.9pp | 578.58%-563.9pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,798 | $4,183+110.3% | $3,329+164.3% | $5,439+61.8% |
| Admin fee / account holder | $16,070 | $5,952+170.0% | $3,599+346.5% | $10,886+47.6% |