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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 | $28,903 | $169,336-82.9% | $129,384-77.7% | $145,884-80.2% |
| Participation rate | 22.7% | 76.5%-53.8pp | 69.6%-46.9pp | 80.3%-57.6pp |
| Annual return | 10.96% | 14408.70%-14397.7pp | 9461.77%-9450.8pp | 551.85%-540.9pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,947 | $4,985-60.9% | $4,166-53.3% | $6,690-70.9% |
| Admin fee / account holder | $2,867 | $9,912-71.1% | $7,686-62.7% | $13,392-78.6% |