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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 | $14,921 | $99,031-84.9% | $86,597-82.8% | $147,585-89.9% |
| Participation rate | 47.6% | 76.3%-28.7pp | 73.5%-25.9pp | 82.8%-35.2pp |
| Annual return | 13.11% | 1312.56%-1299.5pp | 964.96%-951.9pp | 578.57%-565.5pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,415 | $3,972-64.4% | $3,609-60.8% | $5,439-74.0% |
| Admin fee / account holder | $1,706 | $5,711-70.1% | $4,906-65.2% | $10,885-84.3% |