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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 | $88,754-78.7% | $81,820-76.9% | $145,877-87.1% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 17.39% | 1031.77%-1014.4pp | 777.93%-760.5pp | 551.28%-533.9pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,148 | $4,648-53.8% | $4,323-50.3% | $6,691-67.9% |
| Admin fee / account holder | $4,493 | $8,424-46.7% | $7,391-39.2% | $13,402-66.5% |