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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 | $15,672 | $76,522-79.5% | $56,033-72.0% | $145,884-89.3% |
| Participation rate | 52.9% | 63.2%-10.3pp | 52.5%+0.4pp | 80.3%-27.4pp |
| Annual return | 15.96% | 3014.28%-2998.3pp | 1711.38%-1695.4pp | 551.85%-535.9pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,456 | $2,624-44.5% | $1,954-25.5% | $6,690-78.2% |
| Admin fee / account holder | $1,825 | $3,328-45.2% | $2,827-35.4% | $13,392-86.4% |