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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 | $55,513 | $176,688-68.6% | $130,660-57.5% | $152,909-63.7% |
| Participation rate | 50.0% | 79.0%-29.0pp | 71.7%-21.7pp | 82.5%-32.5pp |
| Annual return | 15.66% | 2693.08%-2677.4pp | 1709.29%-1693.6pp | 345.46%-329.8pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $956 | $4,362-78.1% | $3,603-73.5% | $5,851-83.7% |
| Admin fee / account holder | $553 | $7,131-92.2% | $5,463-89.9% | $11,601-95.2% |