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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 | $78,163 | $100,911-22.5% | $90,440-13.6% | $158,966-50.8% |
| Participation rate | 64.3% | 75.0%-10.7pp | 72.7%-8.4pp | 82.0%-17.7pp |
| Annual return | 9.80% | 1726.62%-1716.8pp | 1294.38%-1284.6pp | 302.95%-293.2pp |
| Employer contribution / active EE | $1,053 | $3,690-71.5% | $3,263-67.7% | $4,762-77.9% |
| Participant deferral / active EE | $4,447 | $4,348+2.3% | $3,964+12.2% | $5,983-25.7% |
| Admin fee / account holder | $2,084 | $6,507-68.0% | $5,615-62.9% | $11,250-81.5% |