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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 | $70,121-73.4% | $63,803-70.8% | $138,895-86.6% |
| Participation rate | 37.5% | 77.2%-39.7pp | 72.7%-35.2pp | 79.9%-42.4pp |
| Annual return | 12.50% | 946.48%-934.0pp | 543.72%-531.2pp | 145.39%-132.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,471 | $4,535-67.6% | $3,843-61.7% | $6,396-77.0% |
| Admin fee / account holder | $1,105 | $6,738-83.6% | $5,196-78.7% | $12,562-91.2% |