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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 | $22,623 | $57,312-60.5% | $86,617-73.9% | $75,181-69.9% |
| Participation rate | 54.3% | 63.2%-8.9pp | 71.7%-17.4pp | 67.2%-12.9pp |
| Annual return | 17.97% | 2672.78%-2654.8pp | 591.91%-573.9pp | 160.69%-142.7pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,477 | $3,319-25.4% | $4,437-44.2% | $4,126-40.0% |
| Admin fee / account holder | $1,997 | $4,114-51.5% | $5,613-64.4% | $5,650-64.6% |