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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 | $31,827 | $100,938-68.5% | $90,461-64.8% | $158,982-80.0% |
| Participation rate | 41.2% | 75.0%-33.9pp | 72.7%-31.5pp | 82.0%-40.8pp |
| Annual return | 17.28% | 1727.20%-1709.9pp | 1294.76%-1277.5pp | 302.99%-285.7pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,563 | $4,350-41.1% | $3,964-35.4% | $5,983-57.2% |
| Admin fee / account holder | $467 | $6,510-92.8% | $5,617-91.7% | $11,252-95.8% |