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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 | $16,913 | $49,199-65.6% | $121,210-86.0% | $75,177-77.5% |
| Participation rate | 18.5% | 55.4%-37.0pp | 69.5%-51.1pp | 67.2%-48.7pp |
| Annual return | 67.92% | 56.04%+11.9pp | 987.41%-919.5pp | 160.75%-92.8pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $958 | $2,630-63.6% | $4,084-76.5% | $4,126-76.8% |
| Admin fee / account holder | $1,206 | $3,946-69.4% | $5,647-78.6% | $5,651-78.7% |