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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 | $41,482 | $217,432-80.9% | $185,851-77.7% | $167,553-75.2% |
| Participation rate | 20.0% | 86.1%-66.1pp | 81.7%-61.7pp | 82.1%-62.1pp |
| Annual return | 14.96% | 148.43%-133.5pp | 122.11%-107.1pp | 478.89%-463.9pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,727 | $6,357-41.4% | $5,569-33.1% | $6,343-41.2% |
| Admin fee / account holder | $802 | $19,820-96.0% | $16,245-95.1% | $12,316-93.5% |