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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 | $160,070-88.6% | $147,117-87.6% | $145,897-87.5% |
| Participation rate | 28.6% | 84.0%-55.5pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 31.17% | 98.69%-67.5pp | 420.54%-389.4pp | 552.29%-521.1pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,224 | $8,419-49.8% | $8,065-47.6% | $6,689-36.9% |
| Admin fee / account holder | $455 | $15,035-97.0% | $12,993-96.5% | $13,390-96.6% |