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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 | $50,609 | $156,963-67.8% | $121,204-58.2% | $139,466-63.7% |
| Participation rate | 34.8% | 76.5%-41.7pp | 69.5%-34.7pp | 80.3%-45.5pp |
| Annual return | 17.79% | 1476.75%-1459.0pp | 987.18%-969.4pp | 373.66%-355.9pp |
| Employer contribution / active EE | $325 | $5,544-94.1% | $4,170-92.2% | $4,754-93.2% |
| Participant deferral / active EE | $3,296 | $4,848-32.0% | $4,083-19.3% | $6,712-50.9% |
| Admin fee / account holder | $9,110 | $6,953+31.0% | $5,651+61.2% | $11,409-20.1% |