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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 | $76,368-89.2% | $67,681-87.8% | $154,746-94.7% |
| Participation rate | 54.2% | 79.0%-24.8pp | 73.7%-19.6pp | 80.7%-26.5pp |
| Annual return | 14.14% | 1066.77%-1052.6pp | 590.58%-576.4pp | 172.34%-158.2pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,147 | $4,824-76.2% | $3,976-71.1% | $6,730-83.0% |
| Admin fee / account holder | $1,053 | $8,559-87.7% | $6,100-82.7% | $14,365-92.7% |