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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 | $35,119 | $202,342-82.6% | $172,752-79.7% | $152,897-77.0% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.5%-42.5pp |
| Annual return | 23.65% | 1029.83%-1006.2pp | 802.97%-779.3pp | 345.43%-321.8pp |
| Employer contribution / active EE | $1,504 | $5,858-74.3% | $5,144-70.8% | $4,764-68.4% |
| Participant deferral / active EE | $3,781 | $5,948-36.4% | $5,198-27.3% | $5,851-35.4% |
| Admin fee / account holder | $3,321 | $17,111-80.6% | $13,955-76.2% | $11,599-71.4% |