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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 | $118,064 | $169,356-30.3% | $129,406-8.8% | $145,897-19.1% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 14.15% | 14418.62%-14404.5pp | 9468.18%-9454.0pp | 552.29%-538.1pp |
| Employer contribution / active EE | $798 | $5,542-85.6% | $4,155-80.8% | $4,663-82.9% |
| Participant deferral / active EE | $1,616 | $4,987-67.6% | $4,167-61.2% | $6,689-75.8% |
| Admin fee / account holder | $1,522 | $9,915-84.6% | $7,689-80.2% | $13,390-88.6% |