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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 | $30,894 | $58,391-47.1% | $76,657-59.7% | $72,975-57.7% |
| Participation rate | 13.9% | 67.4%-53.5pp | 72.1%-58.2pp | 69.5%-55.6pp |
| Annual return | 20.16% | 2306.65%-2286.5pp | 1166.74%-1146.6pp | 81.01%-60.8pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,284 | $2,690-52.3% | $3,335-61.5% | $3,608-64.4% |
| Admin fee / account holder | $2,253 | $4,014-43.9% | $6,423-64.9% | $5,124-56.0% |