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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 | $12,614 | $99,009-87.3% | $86,581-85.4% | $147,585-91.5% |
| Participation rate | 46.7% | 76.3%-29.7pp | 73.5%-26.9pp | 82.8%-36.2pp |
| Annual return | 12.60% | 1312.70%-1300.1pp | 965.06%-952.5pp | 578.58%-566.0pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,035 | $3,972-73.9% | $3,609-71.3% | $5,439-81.0% |
| Admin fee / account holder | $3,793 | $5,709-33.6% | $4,904-22.7% | $10,886-65.2% |