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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 | $73,421-55.9% | $66,439-51.3% | $155,188-79.1% |
| Participation rate | 33.3% | 79.7%-46.4pp | 74.5%-41.2pp | 80.8%-47.5pp |
| Annual return | 14.86% | 1382.37%-1367.5pp | 757.66%-742.8pp | 148.84%-134.0pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,467 | $4,680-25.9% | $3,876-10.6% | $6,531-46.9% |
| Admin fee / account holder | $1,263 | $8,856-85.7% | $6,173-79.5% | $14,480-91.3% |