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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 | $61,368 | $169,361-63.8% | $129,397-52.6% | $145,877-57.9% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 10.23% | 14395.54%-14385.3pp | 9453.98%-9443.8pp | 551.28%-541.1pp |
| Employer contribution / active EE | $333 | $5,542-94.0% | $4,154-92.0% | $4,663-92.9% |
| Participant deferral / active EE | $2,067 | $4,987-58.6% | $4,167-50.4% | $6,691-69.1% |
| Admin fee / account holder | $34,401 | $9,903+247.4% | $7,679+348.0% | $13,402+156.7% |