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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 | $45,619 | $109,872-58.5% | $98,483-53.7% | $167,536-72.8% |
| Participation rate | 55.6% | 75.8%-20.3pp | 73.3%-17.8pp | 82.1%-26.6pp |
| Annual return | 10.24% | 1959.31%-1949.1pp | 1494.38%-1484.1pp | 478.82%-468.6pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,191 | $4,673-53.1% | $4,276-48.8% | $6,342-65.4% |
| Admin fee / account holder | $59,744 | $6,757+784.1% | $5,953+903.6% | $12,315+385.1% |