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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 | $169,237-50.9% | $129,339-35.8% | $145,978-43.1% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 12.77% | 14364.43%-14351.7pp | 9437.05%-9424.3pp | 550.52%-537.7pp |
| Employer contribution / active EE | $1,338 | $5,540-75.9% | $4,154-67.8% | $4,662-71.3% |
| Participant deferral / active EE | $4,797 | $4,991-3.9% | $4,170+15.0% | $6,690-28.3% |
| Admin fee / account holder | $1,198 | $9,882-87.9% | $7,668-84.4% | $13,400-91.1% |