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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 | $50,203 | $169,336-70.4% | $129,384-61.2% | $145,884-65.6% |
| Participation rate | 23.8% | 76.5%-52.7pp | 69.6%-45.8pp | 80.3%-56.5pp |
| Annual return | 17.48% | 14408.70%-14391.2pp | 9461.77%-9444.3pp | 551.85%-534.4pp |
| Employer contribution / active EE | $254 | $5,540-95.4% | $4,153-93.9% | $4,662-94.6% |
| Participant deferral / active EE | $1,675 | $4,985-66.4% | $4,166-59.8% | $6,690-75.0% |
| Admin fee / account holder | $2,700 | $9,912-72.8% | $7,686-64.9% | $13,392-79.8% |