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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 | $10,614 | $88,815-88.0% | $81,882-87.0% | $145,897-92.7% |
| Participation rate | 14.3% | 75.1%-60.8pp | 72.4%-58.1pp | 80.3%-66.0pp |
| Annual return | 29.64% | 1033.75%-1004.1pp | 779.47%-749.8pp | 552.29%-522.7pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,218 | $4,647-73.8% | $4,323-71.8% | $6,689-81.8% |
| Admin fee / account holder | $437 | $8,434-94.8% | $7,360-94.1% | $13,390-96.7% |