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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 | $185,200-85.7% | $142,875-81.4% | $167,497-84.1% |
| Participation rate | 46.2% | 78.4%-32.3pp | 71.9%-25.8pp | 82.1%-36.0pp |
| Annual return | 9.26% | 8555.70%-8546.4pp | 5638.06%-5628.8pp | 478.62%-469.4pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,341 | $4,494-47.9% | $3,837-39.0% | $6,341-63.1% |
| Admin fee / account holder | $1,926 | $8,031-76.0% | $6,561-70.7% | $12,310-84.4% |