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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 | $18,031 | $100,911-82.1% | $90,440-80.1% | $158,966-88.7% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.7%-47.7pp | 82.0%-57.0pp |
| Annual return | 10.00% | 1726.62%-1716.6pp | 1294.38%-1284.4pp | 302.95%-292.9pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,059 | $4,348-75.6% | $3,964-73.3% | $5,983-82.3% |
| Admin fee / account holder | $2,119 | $6,507-67.4% | $5,615-62.3% | $11,250-81.2% |