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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 | $18,383 | $57,312-67.9% | $86,617-78.8% | $75,181-75.5% |
| Participation rate | 21.0% | 63.2%-42.2pp | 71.7%-50.7pp | 67.2%-46.2pp |
| Annual return | 18.22% | 2672.78%-2654.6pp | 591.91%-573.7pp | 160.69%-142.5pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $965 | $3,319-70.9% | $4,437-78.3% | $4,126-76.6% |
| Admin fee / account holder | $642 | $4,114-84.4% | $5,613-88.6% | $5,650-88.6% |