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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 | $18,861 | $88,710-78.7% | $81,783-76.9% | $145,959-87.1% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 17.39% | 1027.26%-1009.9pp | 775.05%-757.7pp | 561.95%-544.6pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,148 | $4,645-53.8% | $4,320-50.3% | $6,689-67.9% |
| Admin fee / account holder | $4,493 | $8,407-46.6% | $7,380-39.1% | $13,398-66.5% |