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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 | $35,189 | $60,504-41.8% | $81,882-57.0% | $74,478-52.8% |
| Participation rate | 14.6% | 62.9%-48.4pp | 72.4%-57.8pp | 67.2%-52.7pp |
| Annual return | 12.44% | 16.91%-4.5pp | 779.47%-767.0pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $870 | $3,400-74.4% | $4,323-79.9% | $4,350-80.0% |
| Admin fee / account holder | $327 | $1,492-78.0% | $7,360-95.6% | $1,946-83.2% |