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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 | $53,834 | $72,396-25.6% | $67,511-20.3% | $145,959-63.1% |
| Participation rate | 40.0% | 76.9%-36.9pp | 72.9%-32.9pp | 80.3%-40.3pp |
| Annual return | 30.59% | 7194.07%-7163.5pp | 3517.41%-3486.8pp | 561.95%-531.4pp |
| Employer contribution / active EE | $632 | $3,071-79.4% | $2,733-76.9% | $4,661-86.4% |
| Participant deferral / active EE | $1,539 | $4,781-67.8% | $4,000-61.5% | $6,689-77.0% |
| Admin fee / account holder | $1,257 | $5,538-77.3% | $3,999-68.6% | $13,398-90.6% |