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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 | $50,636 | $156,963-67.7% | $121,204-58.2% | $139,466-63.7% |
| Participation rate | 61.5% | 76.5%-14.9pp | 69.5%-8.0pp | 80.3%-18.8pp |
| Annual return | 19.05% | 1476.75%-1457.7pp | 987.18%-968.1pp | 373.66%-354.6pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,217 | $4,848-54.3% | $4,083-45.7% | $6,712-67.0% |
| Admin fee / account holder | $2,376 | $6,953-65.8% | $5,651-58.0% | $11,409-79.2% |