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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 | $63,558 | $202,345-68.6% | $172,755-63.2% | $152,885-58.4% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 15.48% | 1029.77%-1014.3pp | 802.94%-787.5pp | 345.39%-329.9pp |
| Employer contribution / active EE | $2,696 | $5,858-54.0% | $5,144-47.6% | $4,763-43.4% |
| Participant deferral / active EE | $6,435 | $5,948+8.2% | $5,198+23.8% | $5,851+10.0% |
| Admin fee / account holder | $1,775 | $17,111-89.6% | $13,955-87.3% | $11,598-84.7% |