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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 | $35,153 | $180,749-80.6% | $160,784-78.1% | $137,256-74.4% |
| Participation rate | 27.3% | 80.0%-52.7pp | 77.0%-49.7pp | 80.0%-52.7pp |
| Annual return | 12.88% | 2234.46%-2221.6pp | 1803.92%-1791.0pp | 220.34%-207.5pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,483 | $6,844-63.7% | $6,293-60.5% | $6,407-61.2% |
| Admin fee / account holder | $694 | $10,397-93.3% | $9,717-92.9% | $12,270-94.3% |