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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 | $53,453 | $185,225-71.1% | $142,898-62.6% | $167,536-68.1% |
| Participation rate | 43.8% | 78.5%-34.7pp | 72.0%-28.2pp | 82.1%-38.4pp |
| Annual return | 17.41% | 8558.12%-8540.7pp | 5639.64%-5622.2pp | 478.82%-461.4pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,554 | $4,496-43.2% | $3,838-33.5% | $6,342-59.7% |
| Admin fee / account holder | $1,757 | $8,032-78.1% | $6,560-73.2% | $12,315-85.7% |