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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 | $57,745 | $171,867-66.4% | $149,721-61.4% | $147,586-60.9% |
| Participation rate | 53.3% | 88.2%-34.9pp | 87.1%-33.7pp | 82.8%-29.5pp |
| Annual return | 18.50% | 2113.36%-2094.9pp | 1501.67%-1483.2pp | 578.59%-560.1pp |
| Employer contribution / active EE | $1,602 | $6,275-74.5% | $5,444-70.6% | $4,876-67.1% |
| Participant deferral / active EE | $2,848 | $7,270-60.8% | $6,568-56.6% | $5,439-47.6% |
| Admin fee / account holder | $1,581 | $13,799-88.5% | $11,282-86.0% | $10,886-85.5% |