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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 | $21,252 | $57,312-62.9% | $86,617-75.5% | $75,181-71.7% |
| Participation rate | 35.1% | 63.2%-28.1pp | 71.7%-36.6pp | 67.2%-32.1pp |
| Annual return | 48.11% | 2672.78%-2624.7pp | 591.91%-543.8pp | 160.69%-112.6pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,514 | $3,319-54.4% | $4,437-65.9% | $4,126-63.3% |
| Admin fee / account holder | $5,919 | $4,114+43.9% | $5,613+5.5% | $5,650+4.8% |