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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 | $16,557 | $68,097-75.7% | $62,929-73.7% | $137,256-87.9% |
| Participation rate | 30.8% | 77.4%-46.7pp | 73.1%-42.3pp | 80.0%-49.2pp |
| Annual return | 13.89% | 1859.11%-1845.2pp | 1063.93%-1050.0pp | 220.34%-206.4pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,951 | $4,553-57.1% | $3,888-49.8% | $6,407-69.5% |
| Admin fee / account holder | $505 | $6,521-92.3% | $5,065-90.0% | $12,270-95.9% |