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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 | $27,173 | $100,911-73.1% | $90,440-70.0% | $158,966-82.9% |
| Participation rate | 65.0% | 75.0%-10.0pp | 72.7%-7.7pp | 82.0%-17.0pp |
| Annual return | 8.89% | 1726.62%-1717.7pp | 1294.38%-1285.5pp | 302.95%-294.1pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $934 | $4,348-78.5% | $3,964-76.4% | $5,983-84.4% |
| Admin fee / account holder | $1,274 | $6,507-80.4% | $5,615-77.3% | $11,250-88.7% |