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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 | $77,110 | $169,356-54.5% | $129,406-40.4% | $145,897-47.1% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 12.05% | 14418.62%-14406.6pp | 9468.18%-9456.1pp | 552.29%-540.2pp |
| Employer contribution / active EE | $1,904 | $5,542-65.7% | $4,155-54.2% | $4,663-59.2% |
| Participant deferral / active EE | $9,332 | $4,987+87.1% | $4,167+123.9% | $6,689+39.5% |
| Admin fee / account holder | $695 | $9,915-93.0% | $7,689-91.0% | $13,390-94.8% |