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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 | $32,094 | $72,396-55.7% | $67,511-52.5% | $145,959-78.0% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 16.82% | 7194.07%-7177.3pp | 3517.41%-3500.6pp | 561.95%-545.1pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,697 | $4,781-64.5% | $4,000-57.6% | $6,689-74.6% |
| Admin fee / account holder | $3,946 | $5,538-28.8% | $3,999-1.3% | $13,398-70.5% |