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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 | $29,371 | $60,119-51.1% | $90,430-67.5% | $79,858-63.2% |
| Participation rate | 23.3% | 65.0%-41.6pp | 72.7%-49.4pp | 69.6%-46.3pp |
| Annual return | 10.57% | 71.94%-61.4pp | 1293.73%-1283.2pp | 31.72%-21.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,612 | $2,938-45.1% | $3,963-59.3% | $3,740-56.9% |
| Admin fee / account holder | $28,930 | $3,976+627.6% | $5,613+415.4% | $5,306+445.2% |