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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 | $26,576 | $185,225-85.7% | $142,898-81.4% | $167,553-84.1% |
| Participation rate | 46.2% | 78.5%-32.3pp | 72.0%-25.8pp | 82.1%-36.0pp |
| Annual return | 9.26% | 8558.12%-8548.9pp | 5639.64%-5630.4pp | 478.89%-469.6pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,341 | $4,496-47.9% | $3,838-39.0% | $6,343-63.1% |
| Admin fee / account holder | $1,926 | $8,032-76.0% | $6,560-70.6% | $12,316-84.4% |