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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 | $51,479 | $169,161-69.6% | $129,295-60.2% | $145,959-64.7% |
| Participation rate | 28.6% | 76.5%-47.9pp | 69.6%-41.1pp | 80.3%-51.7pp |
| Annual return | 8.54% | 14348.07%-14339.5pp | 9429.28%-9420.7pp | 561.95%-553.4pp |
| Employer contribution / active EE | $0 | $5,543-100.0% | $4,157-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,671 | $4,989-66.5% | $4,169-59.9% | $6,689-75.0% |
| Admin fee / account holder | $3,877 | $9,878-60.8% | $7,665-49.4% | $13,398-71.1% |