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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 | $18,306 | $160,040-88.6% | $147,096-87.6% | $145,877-87.5% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 31.17% | 98.49%-67.3pp | 419.75%-388.6pp | 551.28%-520.1pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,224 | $8,429-49.9% | $8,071-47.7% | $6,691-36.9% |
| Admin fee / account holder | $455 | $15,050-97.0% | $13,005-96.5% | $13,402-96.6% |