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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 | $53,652 | $58,391-8.1% | $76,657-30.0% | $72,975-26.5% |
| Participation rate | 13.8% | 67.4%-53.6pp | 72.1%-58.3pp | 69.5%-55.7pp |
| Annual return | 22.21% | 2306.65%-2284.4pp | 1166.74%-1144.5pp | 81.01%-58.8pp |
| Employer contribution / active EE | $436 | $1,787-75.6% | $2,303-81.1% | $2,440-82.1% |
| Participant deferral / active EE | $1,881 | $2,690-30.1% | $3,335-43.6% | $3,608-47.9% |
| Admin fee / account holder | $2,833 | $4,014-29.4% | $6,423-55.9% | $5,124-44.7% |