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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 | $16,488 | $169,361-90.3% | $129,397-87.3% | $145,877-88.7% |
| Participation rate | 13.3% | 76.5%-63.1pp | 69.6%-56.3pp | 80.3%-67.0pp |
| Annual return | 9.05% | 14395.54%-14386.5pp | 9453.98%-9444.9pp | 551.28%-542.2pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $773 | $4,987-84.5% | $4,167-81.4% | $6,691-88.4% |
| Admin fee / account holder | $9,556 | $9,903-3.5% | $7,679+24.5% | $13,402-28.7% |