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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 | $17,258 | $183,516-90.6% | $155,534-88.9% | $145,884-88.2% |
| Participation rate | 7.1% | 82.7%-75.6pp | 78.2%-71.1pp | 80.3%-73.2pp |
| Annual return | 12.39% | 61.43%-49.0pp | 64.92%-52.5pp | 551.85%-539.5pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,812 | $6,467-56.5% | $5,630-50.1% | $6,690-58.0% |
| Admin fee / account holder | $1,772 | $19,293-90.8% | $15,900-88.9% | $13,392-86.8% |