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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 | $169,336-81.6% | $129,384-76.0% | $145,884-78.7% |
| Participation rate | 30.0% | 76.5%-46.5pp | 69.6%-39.6pp | 80.3%-50.3pp |
| Annual return | 10.01% | 14408.70%-14398.7pp | 9461.77%-9451.8pp | 551.85%-541.8pp |
| Employer contribution / active EE | $2,089 | $5,540-62.3% | $4,153-49.7% | $4,662-55.2% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $10,045 | $9,912+1.3% | $7,686+30.7% | $13,392-25.0% |