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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 | $9,126 | $169,356-94.6% | $129,406-92.9% | $145,897-93.7% |
| Participation rate | 33.3% | 76.5%-43.2pp | 69.6%-36.3pp | 80.3%-47.0pp |
| Annual return | 8.13% | 14418.62%-14410.5pp | 9468.18%-9460.0pp | 552.29%-544.2pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,278 | $4,987-54.3% | $4,167-45.3% | $6,689-65.9% |
| Admin fee / account holder | $11,910 | $9,915+20.1% | $7,689+54.9% | $13,390-11.1% |