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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 | $59,335 | $169,356-65.0% | $129,406-54.1% | $145,897-59.3% |
| Participation rate | 27.8% | 76.5%-48.7pp | 69.6%-41.9pp | 80.3%-52.5pp |
| Annual return | 18.03% | 14418.62%-14400.6pp | 9468.18%-9450.1pp | 552.29%-534.3pp |
| Employer contribution / active EE | $1,283 | $5,542-76.9% | $4,155-69.1% | $4,663-72.5% |
| Participant deferral / active EE | $2,172 | $4,987-56.4% | $4,167-47.9% | $6,689-67.5% |
| Admin fee / account holder | $5,319 | $9,915-46.4% | $7,689-30.8% | $13,390-60.3% |