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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 | $169,237-55.4% | $129,339-41.6% | $145,978-48.3% |
| Participation rate | 59.1% | 76.5%-17.4pp | 69.6%-10.5pp | 80.3%-21.2pp |
| Annual return | 12.95% | 14364.43%-14351.5pp | 9437.05%-9424.1pp | 550.52%-537.6pp |
| Employer contribution / active EE | $897 | $5,540-83.8% | $4,154-78.4% | $4,662-80.8% |
| Participant deferral / active EE | $1,432 | $4,991-71.3% | $4,170-65.7% | $6,690-78.6% |
| Admin fee / account holder | $8,618 | $9,882-12.8% | $7,668+12.4% | $13,400-35.7% |