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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 | $51,068 | $185,199-72.4% | $142,874-64.3% | $167,518-69.5% |
| Participation rate | 33.3% | 78.5%-45.1pp | 72.0%-38.6pp | 82.1%-48.8pp |
| Annual return | 15.27% | 8556.90%-8541.6pp | 5638.58%-5623.3pp | 478.71%-463.4pp |
| Employer contribution / active EE | $448 | $5,606-92.0% | $4,145-89.2% | $4,838-90.7% |
| Participant deferral / active EE | $1,253 | $4,495-72.1% | $3,838-67.4% | $6,342-80.2% |
| Admin fee / account holder | $3,367 | $8,031-58.1% | $6,561-48.7% | $12,312-72.7% |