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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 | $16,729 | $202,440-91.7% | $169,390-90.1% | $139,466-88.0% |
| Participation rate | 16.7% | 81.1%-64.4pp | 77.2%-60.5pp | 80.3%-63.7pp |
| Annual return | 10.94% | 532.36%-521.4pp | 406.07%-395.1pp | 373.66%-362.7pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,479 | $6,940-64.3% | $6,222-60.2% | $6,712-63.1% |
| Admin fee / account holder | $49,680 | $10,722+363.3% | $9,015+451.1% | $11,409+335.5% |