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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 | $50,376 | $72,465-30.5% | $67,575-25.5% | $145,884-65.5% |
| Participation rate | 40.0% | 76.9%-36.9pp | 72.9%-32.9pp | 80.3%-40.3pp |
| Annual return | 19.76% | 7222.56%-7202.8pp | 3528.98%-3509.2pp | 551.85%-532.1pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,812 | $4,786+42.3% | $4,003+70.1% | $6,690+1.8% |
| Admin fee / account holder | $3,374 | $5,515-38.8% | $3,993-15.5% | $13,392-74.8% |