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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 | $35,230 | $169,336-79.2% | $129,384-72.8% | $145,884-75.9% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 12.71% | 14408.70%-14396.0pp | 9461.77%-9449.1pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,740 | $5,540-68.6% | $4,153-58.1% | $4,662-62.7% |
| Participant deferral / active EE | $3,642 | $4,985-26.9% | $4,166-12.6% | $6,690-45.6% |
| Admin fee / account holder | $4,218 | $9,912-57.4% | $7,686-45.1% | $13,392-68.5% |