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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 | $53,637 | $169,356-68.3% | $129,406-58.6% | $145,897-63.2% |
| Participation rate | 58.8% | 76.5%-17.7pp | 69.6%-10.8pp | 80.3%-21.5pp |
| Annual return | 15.44% | 14418.62%-14403.2pp | 9468.18%-9452.7pp | 552.29%-536.9pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,868 | $4,987-62.5% | $4,167-55.2% | $6,689-72.1% |
| Admin fee / account holder | $3,705 | $9,915-62.6% | $7,689-51.8% | $13,390-72.3% |