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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 | $62,859 | $202,342-68.9% | $172,752-63.6% | $152,897-58.9% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 19.30% | 1029.83%-1010.5pp | 802.97%-783.7pp | 345.43%-326.1pp |
| Employer contribution / active EE | $1,545 | $5,858-73.6% | $5,144-70.0% | $4,764-67.6% |
| Participant deferral / active EE | $3,085 | $5,948-48.1% | $5,198-40.6% | $5,851-47.3% |
| Admin fee / account holder | $773 | $17,111-95.5% | $13,955-94.5% | $11,599-93.3% |