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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 | $37,132 | $169,161-78.0% | $129,295-71.3% | $145,959-74.6% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.6%-29.6pp | 80.3%-40.3pp |
| Annual return | 16.72% | 14348.07%-14331.3pp | 9429.28%-9412.6pp | 561.95%-545.2pp |
| Employer contribution / active EE | $2,475 | $5,543-55.3% | $4,157-40.5% | $4,661-46.9% |
| Participant deferral / active EE | $3,582 | $4,989-28.2% | $4,169-14.1% | $6,689-46.4% |
| Admin fee / account holder | $2,989 | $9,878-69.7% | $7,665-61.0% | $13,398-77.7% |