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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 | $29,630 | $169,361-82.5% | $129,397-77.1% | $145,877-79.7% |
| Participation rate | 25.0% | 76.5%-51.5pp | 69.6%-44.6pp | 80.3%-55.3pp |
| Annual return | 17.45% | 14395.54%-14378.1pp | 9453.98%-9436.5pp | 551.28%-533.8pp |
| Employer contribution / active EE | $554 | $5,542-90.0% | $4,154-86.7% | $4,663-88.1% |
| Participant deferral / active EE | $4,676 | $4,987-6.3% | $4,167+12.2% | $6,691-30.1% |
| Admin fee / account holder | $8,889 | $9,903-10.2% | $7,679+15.8% | $13,402-33.7% |