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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 | $43,809 | $202,345-78.3% | $172,755-74.6% | $152,885-71.3% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 18.15% | 1029.77%-1011.6pp | 802.94%-784.8pp | 345.39%-327.2pp |
| Employer contribution / active EE | $2,018 | $5,858-65.6% | $5,144-60.8% | $4,763-57.6% |
| Participant deferral / active EE | $5,671 | $5,948-4.7% | $5,198+9.1% | $5,851-3.1% |
| Admin fee / account holder | $978 | $17,111-94.3% | $13,955-93.0% | $11,598-91.6% |