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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 | $21,388 | $55,437-61.4% | $155,534-86.2% | $74,459-71.3% |
| Participation rate | 30.3% | 61.9%-31.6pp | 78.2%-47.9pp | 67.2%-36.9pp |
| Annual return | 22.56% | 269.58%-247.0pp | 64.92%-42.4pp | 1369.70%-1347.1pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,477 | $2,837-47.9% | $5,630-73.8% | $4,350-66.0% |
| Admin fee / account holder | $811 | $1,742-53.5% | $15,900-94.9% | $1,945-58.3% |