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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 | $83,525 | $202,342-58.7% | $172,752-51.7% | $152,897-45.4% |
| Participation rate | 57.9% | 87.1%-29.2pp | 82.6%-24.8pp | 82.5%-24.6pp |
| Annual return | 27.10% | 1029.83%-1002.7pp | 802.97%-775.9pp | 345.43%-318.3pp |
| Employer contribution / active EE | $1,635 | $5,858-72.1% | $5,144-68.2% | $4,764-65.7% |
| Participant deferral / active EE | $3,029 | $5,948-49.1% | $5,198-41.7% | $5,851-48.2% |
| Admin fee / account holder | $586 | $17,111-96.6% | $13,955-95.8% | $11,599-94.9% |