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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 | $3,522 | $88,815-96.0% | $81,882-95.7% | $145,897-97.6% |
| Participation rate | 41.2% | 75.1%-33.9pp | 72.4%-31.2pp | 80.3%-39.1pp |
| Annual return | 18.29% | 1033.75%-1015.5pp | 779.47%-761.2pp | 552.29%-534.0pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $940 | $4,647-79.8% | $4,323-78.3% | $6,689-86.0% |
| Admin fee / account holder | $1,009 | $8,434-88.0% | $7,360-86.3% | $13,390-92.5% |