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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 | $58,479 | $202,342-71.1% | $172,752-66.1% | $152,897-61.8% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 14.67% | 1029.83%-1015.2pp | 802.97%-788.3pp | 345.43%-330.8pp |
| Employer contribution / active EE | $1,757 | $5,858-70.0% | $5,144-65.8% | $4,764-63.1% |
| Participant deferral / active EE | $4,857 | $5,948-18.3% | $5,198-6.6% | $5,851-17.0% |
| Admin fee / account holder | $1,899 | $17,111-88.9% | $13,955-86.4% | $11,599-83.6% |