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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 | $32,316 | $90,614-64.3% | $76,089-57.5% | $145,877-77.8% |
| Participation rate | 30.8% | 74.5%-43.7pp | 69.1%-38.3pp | 80.3%-49.5pp |
| Annual return | 15.18% | 623.80%-608.6pp | 360.94%-345.8pp | 551.28%-536.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,354 | $5,168-73.8% | $4,259-68.2% | $6,691-79.8% |
| Admin fee / account holder | $727 | $8,376-91.3% | $6,418-88.7% | $13,402-94.6% |