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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 | $169,237-63.7% | $129,339-52.6% | $145,978-58.0% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 10.23% | 14364.43%-14354.2pp | 9437.05%-9426.8pp | 550.52%-540.3pp |
| Employer contribution / active EE | $333 | $5,540-94.0% | $4,154-92.0% | $4,662-92.8% |
| Participant deferral / active EE | $2,067 | $4,991-58.6% | $4,170-50.4% | $6,690-69.1% |
| Admin fee / account holder | $34,401 | $9,882+248.1% | $7,668+348.7% | $13,400+156.7% |