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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 | $13,622 | $88,778-84.7% | $81,844-83.4% | $145,884-90.7% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 21.92% | 1033.03%-1011.1pp | 778.87%-757.0pp | 551.85%-529.9pp |
| Employer contribution / active EE | $1,768 | $3,087-42.7% | $2,916-39.4% | $4,662-62.1% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,552 | $8,430-81.6% | $7,355-78.9% | $13,392-88.4% |