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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 | $45,013 | $99,031-54.5% | $86,597-48.0% | $147,585-69.5% |
| Participation rate | 40.0% | 76.3%-36.3pp | 73.5%-33.5pp | 82.8%-42.8pp |
| Annual return | 10.81% | 1312.56%-1301.8pp | 964.96%-954.2pp | 578.57%-567.8pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,816 | $3,972-54.3% | $3,609-49.7% | $5,439-66.6% |
| Admin fee / account holder | $24,516 | $5,711+329.3% | $4,906+399.7% | $10,885+125.2% |