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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 | $32,359 | $76,368-57.6% | $67,681-52.2% | $154,746-79.1% |
| Participation rate | 33.3% | 79.0%-45.6pp | 73.7%-40.4pp | 80.7%-47.4pp |
| Annual return | 14.86% | 1066.77%-1051.9pp | 590.58%-575.7pp | 172.34%-157.5pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,467 | $4,824-28.1% | $3,976-12.8% | $6,730-48.5% |
| Admin fee / account holder | $1,263 | $8,559-85.2% | $6,100-79.3% | $14,365-91.2% |