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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 | $24,538 | $100,938-75.7% | $90,461-72.9% | $158,982-84.6% |
| Participation rate | 52.9% | 75.0%-22.1pp | 72.7%-19.8pp | 82.0%-29.0pp |
| Annual return | 16.34% | 1727.20%-1710.9pp | 1294.76%-1278.4pp | 302.99%-286.6pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,592 | $4,350-63.4% | $3,964-59.8% | $5,983-73.4% |
| Admin fee / account holder | $2,059 | $6,510-68.4% | $5,617-63.3% | $11,252-81.7% |