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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 | $18,635 | $68,097-72.6% | $62,929-70.4% | $137,256-86.4% |
| Participation rate | 37.5% | 77.4%-39.9pp | 73.1%-35.6pp | 80.0%-42.5pp |
| Annual return | 12.50% | 1859.11%-1846.6pp | 1063.93%-1051.4pp | 220.34%-207.8pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,471 | $4,553-67.7% | $3,888-62.2% | $6,407-77.0% |
| Admin fee / account holder | $1,105 | $6,521-83.1% | $5,065-78.2% | $12,270-91.0% |