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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 | $47,169 | $169,356-72.1% | $129,406-63.5% | $145,897-67.7% |
| Participation rate | 18.8% | 76.5%-57.8pp | 69.6%-50.9pp | 80.3%-61.6pp |
| Annual return | 11.89% | 14418.62%-14406.7pp | 9468.18%-9456.3pp | 552.29%-540.4pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,212 | $4,987-55.6% | $4,167-46.9% | $6,689-66.9% |
| Admin fee / account holder | $12,427 | $9,915+25.3% | $7,689+61.6% | $13,390-7.2% |