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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 | $169,361-68.3% | $129,397-58.5% | $145,877-63.2% |
| Participation rate | 58.8% | 76.5%-17.6pp | 69.6%-10.8pp | 80.3%-21.5pp |
| Annual return | 15.44% | 14395.54%-14380.1pp | 9453.98%-9438.5pp | 551.28%-535.8pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,868 | $4,987-62.5% | $4,167-55.2% | $6,691-72.1% |
| Admin fee / account holder | $3,705 | $9,903-62.6% | $7,679-51.8% | $13,402-72.4% |