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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 | $17,121 | $90,530-81.1% | $76,030-77.5% | $145,897-88.3% |
| Participation rate | 47.8% | 74.4%-26.6pp | 69.1%-21.2pp | 80.3%-32.5pp |
| Annual return | 11.31% | 625.08%-613.8pp | 361.54%-350.2pp | 552.29%-541.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,409 | $5,164-72.7% | $4,257-66.9% | $6,689-78.9% |
| Admin fee / account holder | $1,351 | $8,383-83.9% | $6,421-79.0% | $13,390-89.9% |