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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 | $41,978 | $185,225-77.3% | $142,898-70.6% | $167,553-74.9% |
| Participation rate | 69.2% | 78.5%-9.2pp | 72.0%-2.7pp | 82.1%-12.9pp |
| Annual return | 23.06% | 8558.12%-8535.1pp | 5639.64%-5616.6pp | 478.89%-455.8pp |
| Employer contribution / active EE | $1,883 | $5,607-66.4% | $4,146-54.6% | $4,840-61.1% |
| Participant deferral / active EE | $4,356 | $4,496-3.1% | $3,838+13.5% | $6,343-31.3% |
| Admin fee / account holder | $1,821 | $8,032-77.3% | $6,560-72.2% | $12,316-85.2% |