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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 | $16,616 | $202,463-91.8% | $169,397-90.2% | $139,487-88.1% |
| Participation rate | 20.0% | 81.1%-61.1pp | 77.2%-57.2pp | 80.3%-60.3pp |
| Annual return | 36.07% | 532.64%-496.6pp | 406.23%-370.2pp | 373.84%-337.8pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,290 | $6,941-67.0% | $6,223-63.2% | $6,713-65.9% |
| Admin fee / account holder | $6,518 | $10,726-39.2% | $9,017-27.7% | $11,407-42.9% |