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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 | $26,198 | $88,815-70.5% | $81,882-68.0% | $145,897-82.0% |
| Participation rate | 54.5% | 75.1%-20.5pp | 72.4%-17.8pp | 80.3%-25.8pp |
| Annual return | 17.48% | 1033.75%-1016.3pp | 779.47%-762.0pp | 552.29%-534.8pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,473 | $4,647-25.3% | $4,323-19.7% | $6,689-48.1% |
| Admin fee / account holder | $12,443 | $8,434+47.5% | $7,360+69.1% | $13,390-7.1% |