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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 | $33,238 | $202,342-83.6% | $172,752-80.8% | $152,897-78.3% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 19.55% | 1029.83%-1010.3pp | 802.97%-783.4pp | 345.43%-325.9pp |
| Employer contribution / active EE | $1,520 | $5,858-74.0% | $5,144-70.4% | $4,764-68.1% |
| Participant deferral / active EE | $4,390 | $5,948-26.2% | $5,198-15.5% | $5,851-25.0% |
| Admin fee / account holder | $359 | $17,111-97.9% | $13,955-97.4% | $11,599-96.9% |