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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 | $34,347 | $100,938-66.0% | $90,461-62.0% | $158,982-78.4% |
| Participation rate | 13.3% | 75.0%-61.7pp | 72.7%-59.4pp | 82.0%-68.6pp |
| Annual return | 9.51% | 1727.20%-1717.7pp | 1294.76%-1285.2pp | 302.99%-293.5pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $762 | $4,350-82.5% | $3,964-80.8% | $5,983-87.3% |
| Admin fee / account holder | $20,995 | $6,510+222.5% | $5,617+273.8% | $11,252+86.6% |