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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 | $34,664 | $202,345-82.9% | $172,755-79.9% | $152,885-77.3% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 21.49% | 1029.77%-1008.3pp | 802.94%-781.4pp | 345.39%-323.9pp |
| Employer contribution / active EE | $2,355 | $5,858-59.8% | $5,144-54.2% | $4,763-50.6% |
| Participant deferral / active EE | $4,485 | $5,948-24.6% | $5,198-13.7% | $5,851-23.4% |
| Admin fee / account holder | $1,849 | $17,111-89.2% | $13,955-86.7% | $11,598-84.1% |