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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 | $21,640 | $57,330-62.3% | $86,656-75.0% | $75,177-71.2% |
| Participation rate | 26.2% | 63.2%-37.0pp | 71.7%-45.5pp | 67.2%-41.0pp |
| Annual return | 18.05% | 2675.40%-2657.3pp | 593.09%-575.0pp | 160.75%-142.7pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,283 | $3,320-61.3% | $4,439-71.1% | $4,126-68.9% |
| Admin fee / account holder | $1,517 | $4,115-63.1% | $5,619-73.0% | $5,651-73.1% |