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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 | $31,091 | $169,356-81.6% | $129,406-76.0% | $145,897-78.7% |
| Participation rate | 30.0% | 76.5%-46.5pp | 69.6%-39.6pp | 80.3%-50.3pp |
| Annual return | 10.01% | 14418.62%-14408.6pp | 9468.18%-9458.2pp | 552.29%-542.3pp |
| Employer contribution / active EE | $2,089 | $5,542-62.3% | $4,155-49.7% | $4,663-55.2% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $10,045 | $9,915+1.3% | $7,689+30.6% | $13,390-25.0% |