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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 | $41,047 | $202,345-79.7% | $172,755-76.2% | $152,885-73.2% |
| Participation rate | 58.3% | 87.1%-28.7pp | 82.6%-24.3pp | 82.5%-24.1pp |
| Annual return | 24.58% | 1029.77%-1005.2pp | 802.94%-778.4pp | 345.39%-320.8pp |
| Employer contribution / active EE | $1,808 | $5,858-69.1% | $5,144-64.9% | $4,763-62.0% |
| Participant deferral / active EE | $3,965 | $5,948-33.3% | $5,198-23.7% | $5,851-32.2% |
| Admin fee / account holder | $1,812 | $17,111-89.4% | $13,955-87.0% | $11,598-84.4% |