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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 | $89,649 | $169,356-47.1% | $129,406-30.7% | $145,897-38.6% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.6%-29.6pp | 80.3%-40.3pp |
| Annual return | 13.47% | 14418.62%-14405.1pp | 9468.18%-9454.7pp | 552.29%-538.8pp |
| Employer contribution / active EE | $1,851 | $5,542-66.6% | $4,155-55.4% | $4,663-60.3% |
| Participant deferral / active EE | $1,800 | $4,987-63.9% | $4,167-56.8% | $6,689-73.1% |
| Admin fee / account holder | $954 | $9,915-90.4% | $7,689-87.6% | $13,390-92.9% |