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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 | $74,825 | $100,895-25.8% | $90,430-17.3% | $158,950-52.9% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 18.11% | 1725.54%-1707.4pp | 1293.73%-1275.6pp | 302.91%-284.8pp |
| Employer contribution / active EE | $2,936 | $3,689-20.4% | $3,262-10.0% | $4,762-38.4% |
| Participant deferral / active EE | $2,290 | $4,347-47.3% | $3,963-42.2% | $5,983-61.7% |
| Admin fee / account holder | $582 | $6,505-91.0% | $5,613-89.6% | $11,248-94.8% |