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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 | $54,865 | $56,200-2.4% | $67,653-18.9% | $59,633-8.0% |
| Participation rate | 51.6% | 71.5%-19.9pp | 75.7%-24.1pp | 68.7%-17.1pp |
| Annual return | 12.11% | 18506.71%-18494.6pp | 6625.22%-6613.1pp | 2041.40%-2029.3pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,549 | $2,843+165.5% | $3,560+112.1% | $3,192+136.5% |
| Admin fee / account holder | $385 | $3,959-90.3% | $4,821-92.0% | $4,297-91.0% |