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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 | $35,947 | $30,421+18.2% | $56,077-35.9% | $74,429-51.7% |
| Participation rate | 6.4% | 32.9%-26.4pp | 52.5%-46.1pp | 67.2%-60.8pp |
| Annual return | 22.21% | 24.94%-2.7pp | 1709.28%-1687.1pp | 1368.38%-1346.2pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,040-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $481 | $1,175-59.1% | $1,954-75.4% | $4,348-88.9% |
| Admin fee / account holder | $511 | $2,363-78.4% | $2,825-81.9% | $1,944-73.7% |