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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 | $72,426-25.7% | $67,560-20.3% | $145,897-63.1% |
| Participation rate | 40.0% | 76.9%-36.9pp | 72.9%-32.9pp | 80.3%-40.3pp |
| Annual return | 30.59% | 7226.78%-7196.2pp | 3533.50%-3502.9pp | 552.29%-521.7pp |
| Employer contribution / active EE | $632 | $3,074-79.4% | $2,737-76.9% | $4,663-86.4% |
| Participant deferral / active EE | $1,539 | $4,785-67.8% | $4,004-61.6% | $6,689-77.0% |
| Admin fee / account holder | $1,257 | $5,514-77.2% | $3,994-68.5% | $13,390-90.6% |