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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 | $52,450 | $185,225-71.7% | $142,898-63.3% | $167,536-68.7% |
| Participation rate | 50.0% | 78.5%-28.5pp | 72.0%-22.0pp | 82.1%-32.1pp |
| Annual return | 14.48% | 8558.12%-8543.6pp | 5639.64%-5625.2pp | 478.82%-464.3pp |
| Employer contribution / active EE | $1,054 | $5,607-81.2% | $4,146-74.6% | $4,839-78.2% |
| Participant deferral / active EE | $2,743 | $4,496-39.0% | $3,838-28.5% | $6,342-56.8% |
| Admin fee / account holder | $721 | $8,032-91.0% | $6,560-89.0% | $12,315-94.1% |