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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 | $169,161-54.4% | $129,295-40.4% | $145,959-47.2% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 12.05% | 14348.07%-14336.0pp | 9429.28%-9417.2pp | 561.95%-549.9pp |
| Employer contribution / active EE | $1,904 | $5,543-65.7% | $4,157-54.2% | $4,661-59.2% |
| Participant deferral / active EE | $9,332 | $4,989+87.0% | $4,169+123.8% | $6,689+39.5% |
| Admin fee / account holder | $695 | $9,878-93.0% | $7,665-90.9% | $13,398-94.8% |