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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 | $83,043 | $169,356-51.0% | $129,406-35.8% | $145,897-43.1% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 12.77% | 14418.62%-14405.8pp | 9468.18%-9455.4pp | 552.29%-539.5pp |
| Employer contribution / active EE | $1,338 | $5,542-75.9% | $4,155-67.8% | $4,663-71.3% |
| Participant deferral / active EE | $4,797 | $4,987-3.8% | $4,167+15.1% | $6,689-28.3% |
| Admin fee / account holder | $1,198 | $9,915-87.9% | $7,689-84.4% | $13,390-91.1% |