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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 | $61,261 | $202,342-69.7% | $172,753-64.5% | $152,909-59.9% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 14.40% | 1029.88%-1015.5pp | 803.00%-788.6pp | 345.46%-331.1pp |
| Employer contribution / active EE | $1,363 | $5,857-76.7% | $5,144-73.5% | $4,764-71.4% |
| Participant deferral / active EE | $3,045 | $5,948-48.8% | $5,198-41.4% | $5,851-48.0% |
| Admin fee / account holder | $1,973 | $17,112-88.5% | $13,956-85.9% | $11,601-83.0% |