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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 | $39,462 | $88,702-55.5% | $81,780-51.7% | $145,978-73.0% |
| Participation rate | 18.8% | 75.0%-56.3pp | 72.4%-53.6pp | 80.3%-61.5pp |
| Annual return | 9.81% | 1029.12%-1019.3pp | 776.27%-766.5pp | 550.52%-540.7pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,246 | $4,645-73.2% | $4,321-71.2% | $6,690-81.4% |
| Admin fee / account holder | $542 | $8,414-93.6% | $7,384-92.7% | $13,400-96.0% |