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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 | $84,334 | $169,356-50.2% | $129,406-34.8% | $145,897-42.2% |
| Participation rate | 37.5% | 76.5%-39.0pp | 69.6%-32.1pp | 80.3%-42.8pp |
| Annual return | 14.78% | 14418.62%-14403.8pp | 9468.18%-9453.4pp | 552.29%-537.5pp |
| Employer contribution / active EE | $3,575 | $5,542-35.5% | $4,155-14.0% | $4,663-23.3% |
| Participant deferral / active EE | $4,938 | $4,987-1.0% | $4,167+18.5% | $6,689-26.2% |
| Admin fee / account holder | $9,361 | $9,915-5.6% | $7,689+21.7% | $13,390-30.1% |