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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 | $13,326 | $68,097-80.4% | $62,929-78.8% | $137,256-90.3% |
| Participation rate | 66.7% | 77.4%-10.8pp | 73.1%-6.4pp | 80.0%-13.3pp |
| Annual return | 14.46% | 1859.11%-1844.7pp | 1063.93%-1049.5pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,826 | $2,811-35.0% | $2,505-27.1% | $4,156-56.1% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6,236 | $6,521-4.4% | $5,065+23.1% | $12,270-49.2% |