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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 | $28,889 | $180,749-84.0% | $160,784-82.0% | $137,256-79.0% |
| Participation rate | 37.5% | 80.0%-42.5pp | 77.0%-39.5pp | 80.0%-42.5pp |
| Annual return | 12.84% | 2234.46%-2221.6pp | 1803.92%-1791.1pp | 220.34%-207.5pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,806 | $6,844-73.6% | $6,293-71.3% | $6,407-71.8% |
| Admin fee / account holder | $37,420 | $10,397+259.9% | $9,717+285.1% | $12,270+205.0% |