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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 | $34,799 | $106,918-67.5% | $84,021-58.6% | $152,897-77.2% |
| Participation rate | 22.2% | 75.2%-53.0pp | 69.0%-46.8pp | 82.5%-60.2pp |
| Annual return | 18.46% | 105.01%-86.6pp | 71.32%-52.9pp | 345.43%-327.0pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,945 | $4,012-1.7% | $3,239+21.8% | $5,851-32.6% |
| Admin fee / account holder | $60,965 | $8,288+635.6% | $6,102+899.2% | $11,599+425.6% |