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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 | $108,997 | $169,356-35.6% | $129,406-15.8% | $145,897-25.3% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.6%-29.6pp | 80.3%-40.3pp |
| Annual return | 10.85% | 14418.62%-14407.8pp | 9468.18%-9457.3pp | 552.29%-541.4pp |
| Employer contribution / active EE | $986 | $5,542-82.2% | $4,155-76.3% | $4,663-78.8% |
| Participant deferral / active EE | $3,542 | $4,987-29.0% | $4,167-15.0% | $6,689-47.0% |
| Admin fee / account holder | $1,247 | $9,915-87.4% | $7,689-83.8% | $13,390-90.7% |