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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 | $47,408 | $150,446-68.5% | $136,297-65.2% | $147,585-67.9% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 11.22% | 1049.14%-1037.9pp | 5156.19%-5145.0pp | 578.58%-567.4pp |
| Employer contribution / active EE | $956 | $5,256-81.8% | $4,696-79.6% | $4,876-80.4% |
| Participant deferral / active EE | $3,680 | $6,631-44.5% | $6,247-41.1% | $5,439-32.3% |
| Admin fee / account holder | $1,857 | $10,906-83.0% | $9,244-79.9% | $10,886-82.9% |