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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 | $48,164 | $58,391-17.5% | $76,667-37.2% | $72,976-34.0% |
| Participation rate | 41.7% | 67.4%-25.7pp | 72.1%-30.4pp | 69.5%-27.8pp |
| Annual return | 17.69% | 2306.65%-2289.0pp | 1166.74%-1149.1pp | 81.02%-63.3pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,707 | $2,690-36.6% | $3,336-48.8% | $3,608-52.7% |
| Admin fee / account holder | $3,380 | $4,014-15.8% | $6,423-47.4% | $5,124-34.0% |