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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 | $18,736 | $102,696-81.8% | $86,235-78.3% | $139,487-86.6% |
| Participation rate | 57.1% | 74.5%-17.4pp | 69.0%-11.8pp | 80.3%-23.2pp |
| Annual return | 12.25% | 1925.91%-1913.7pp | 1170.03%-1157.8pp | 373.84%-361.6pp |
| Employer contribution / active EE | $700 | $3,034-76.9% | $2,381-70.6% | $4,755-85.3% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $3,987-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,067 | $8,667-87.7% | $6,856-84.4% | $11,407-90.6% |