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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 | $91,239 | $180,749-49.5% | $160,784-43.3% | $137,256-33.5% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 15.23% | 2234.46%-2219.2pp | 1803.92%-1788.7pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,667 | $4,155-59.9% | $3,733-55.4% | $4,156-59.9% |
| Participant deferral / active EE | $4,114 | $6,844-39.9% | $6,293-34.6% | $6,407-35.8% |
| Admin fee / account holder | $3,399 | $10,397-67.3% | $9,717-65.0% | $12,270-72.3% |