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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 | $149,125 | $202,342-26.3% | $172,752-13.7% | $152,897-2.5% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 19.83% | 1029.83%-1010.0pp | 802.97%-783.1pp | 345.43%-325.6pp |
| Employer contribution / active EE | $2,860 | $5,858-51.2% | $5,144-44.4% | $4,764-40.0% |
| Participant deferral / active EE | $8,339 | $5,948+40.2% | $5,198+60.4% | $5,851+42.5% |
| Admin fee / account holder | $941 | $17,111-94.5% | $13,955-93.3% | $11,599-91.9% |