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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 | $51,712 | $202,342-74.4% | $172,752-70.1% | $152,897-66.2% |
| Participation rate | 61.5% | 87.1%-25.5pp | 82.6%-21.1pp | 82.5%-20.9pp |
| Annual return | 14.23% | 1029.83%-1015.6pp | 802.97%-788.7pp | 345.43%-331.2pp |
| Employer contribution / active EE | $6,560 | $5,858+12.0% | $5,144+27.5% | $4,764+37.7% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $369 | $17,111-97.8% | $13,955-97.4% | $11,599-96.8% |