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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 | $18,684 | $109,863-83.0% | $98,477-81.0% | $167,518-88.8% |
| Participation rate | 57.1% | 75.8%-18.7pp | 73.3%-16.2pp | 82.1%-25.0pp |
| Annual return | 30.14% | 1958.09%-1928.0pp | 1493.59%-1463.4pp | 478.71%-448.6pp |
| Employer contribution / active EE | $636 | $3,225-80.3% | $2,961-78.5% | $4,838-86.9% |
| Participant deferral / active EE | $4,070 | $4,673-12.9% | $4,276-4.8% | $6,342-35.8% |
| Admin fee / account holder | $3,042 | $6,755-55.0% | $5,951-48.9% | $12,312-75.3% |