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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 | $169,161-30.2% | $129,295-8.7% | $145,959-19.1% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 14.15% | 14348.07%-14333.9pp | 9429.28%-9415.1pp | 561.95%-547.8pp |
| Employer contribution / active EE | $798 | $5,543-85.6% | $4,157-80.8% | $4,661-82.9% |
| Participant deferral / active EE | $1,616 | $4,989-67.6% | $4,169-61.2% | $6,689-75.8% |
| Admin fee / account holder | $1,522 | $9,878-84.6% | $7,665-80.1% | $13,398-88.6% |