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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 | $83,211 | $100,895-17.5% | $90,430-8.0% | $158,950-47.6% |
| Participation rate | 68.8% | 75.0%-6.3pp | 72.7%-3.9pp | 82.0%-13.2pp |
| Annual return | 12.04% | 1725.54%-1713.5pp | 1293.73%-1281.7pp | 302.91%-290.9pp |
| Employer contribution / active EE | $491 | $3,689-86.7% | $3,262-84.9% | $4,762-89.7% |
| Participant deferral / active EE | $1,125 | $4,347-74.1% | $3,963-71.6% | $5,983-81.2% |
| Admin fee / account holder | $1,499 | $6,505-77.0% | $5,613-73.3% | $11,248-86.7% |