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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 | $169,237-30.2% | $129,339-8.7% | $145,978-19.1% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 14.15% | 14364.43%-14350.3pp | 9437.05%-9422.9pp | 550.52%-536.4pp |
| Employer contribution / active EE | $798 | $5,540-85.6% | $4,154-80.8% | $4,662-82.9% |
| Participant deferral / active EE | $1,616 | $4,991-67.6% | $4,170-61.2% | $6,690-75.8% |
| Admin fee / account holder | $1,522 | $9,882-84.6% | $7,668-80.1% | $13,400-88.6% |