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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 | $11,850 | $156,927-92.4% | $121,169-90.2% | $139,456-91.5% |
| Participation rate | 34.8% | 76.4%-41.7pp | 69.5%-34.7pp | 80.3%-45.5pp |
| Annual return | 31.10% | 1475.85%-1444.8pp | 986.71%-955.6pp | 373.45%-342.4pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,253 | $4,848-53.5% | $4,083-44.8% | $6,711-66.4% |
| Admin fee / account holder | $718 | $6,946-89.7% | $5,645-87.3% | $11,407-93.7% |