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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 | $75,542 | $169,361-55.4% | $129,397-41.6% | $145,877-48.2% |
| Participation rate | 59.1% | 76.5%-17.4pp | 69.6%-10.5pp | 80.3%-21.2pp |
| Annual return | 12.95% | 14395.54%-14382.6pp | 9453.98%-9441.0pp | 551.28%-538.3pp |
| Employer contribution / active EE | $897 | $5,542-83.8% | $4,154-78.4% | $4,663-80.8% |
| Participant deferral / active EE | $1,432 | $4,987-71.3% | $4,167-65.6% | $6,691-78.6% |
| Admin fee / account holder | $8,618 | $9,903-13.0% | $7,679+12.2% | $13,402-35.7% |