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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 | $21,553 | $106,008-79.7% | $92,240-76.6% | $147,586-85.4% |
| Participation rate | 40.0% | 80.4%-40.4pp | 76.5%-36.5pp | 82.8%-42.8pp |
| Annual return | 12.05% | 50.05%-38.0pp | 176.29%-164.2pp | 578.59%-566.5pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,542 | $4,478-65.6% | $3,897-60.4% | $5,439-71.6% |
| Admin fee / account holder | $1,672 | $6,333-73.6% | $5,194-67.8% | $10,886-84.6% |