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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 | $21,893 | $176,688-87.6% | $130,660-83.2% | $152,897-85.7% |
| Participation rate | 44.4% | 79.0%-34.5pp | 71.7%-27.3pp | 82.5%-38.0pp |
| Annual return | 22.42% | 2693.08%-2670.7pp | 1709.29%-1686.9pp | 345.43%-323.0pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,682 | $4,362+53.2% | $3,603+85.5% | $5,851+14.2% |
| Admin fee / account holder | $1,708 | $7,131-76.0% | $5,463-68.7% | $11,599-85.3% |