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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 | $25,609 | $85,766-70.1% | $136,297-81.2% | $70,131-63.5% |
| Participation rate | 46.7% | 74.2%-27.5pp | 81.9%-35.3pp | 69.5%-22.9pp |
| Annual return | 23.57% | 31.45%-7.9pp | 5156.16%-5132.6pp | 73.14%-49.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,424 | $5,051+47.0% | $6,247+18.8% | $3,332+122.8% |
| Admin fee / account holder | $1,400 | $5,420-74.2% | $9,244-84.8% | $4,645-69.9% |