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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 | $34,111 | $169,161-79.8% | $129,295-73.6% | $145,959-76.6% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 11.03% | 14348.07%-14337.0pp | 9429.28%-9418.2pp | 561.95%-550.9pp |
| Employer contribution / active EE | $0 | $5,543-100.0% | $4,157-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,362 | $4,989-32.6% | $4,169-19.4% | $6,689-49.7% |
| Admin fee / account holder | $24,738 | $9,878+150.4% | $7,665+222.7% | $13,398+84.6% |