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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 | $7,772 | $72,465-89.3% | $67,575-88.5% | $145,884-94.7% |
| Participation rate | 18.2% | 76.9%-58.7pp | 72.9%-54.7pp | 80.3%-62.1pp |
| Annual return | 14.23% | 7222.56%-7208.3pp | 3528.98%-3514.7pp | 551.85%-537.6pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,340 | $4,786-72.0% | $4,003-66.5% | $6,690-80.0% |
| Admin fee / account holder | $786 | $5,515-85.8% | $3,993-80.3% | $13,392-94.1% |