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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 | $14,913 | $65,434-77.2% | $98,483-84.9% | $85,847-82.6% |
| Participation rate | 34.2% | 65.0%-30.8pp | 73.3%-39.1pp | 69.3%-35.1pp |
| Annual return | 15.57% | 21.75%-6.2pp | 1494.38%-1478.8pp | 318.61%-303.0pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,495 | $3,168-52.8% | $4,276-65.0% | $3,952-62.2% |
| Admin fee / account holder | $743 | $4,595-83.8% | $5,953-87.5% | $6,261-88.1% |