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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 | $8,231 | $68,097-87.9% | $62,929-86.9% | $137,256-94.0% |
| Participation rate | 54.2% | 77.4%-23.3pp | 73.1%-18.9pp | 80.0%-25.8pp |
| Annual return | 14.14% | 1859.11%-1845.0pp | 1063.93%-1049.8pp | 220.34%-206.2pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,147 | $4,553-74.8% | $3,888-70.5% | $6,407-82.1% |
| Admin fee / account holder | $1,053 | $6,521-83.8% | $5,065-79.2% | $12,270-91.4% |