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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 | $57,619 | $202,345-71.5% | $172,755-66.6% | $152,885-62.3% |
| Participation rate | 68.8% | 87.1%-18.3pp | 82.6%-13.9pp | 82.5%-13.7pp |
| Annual return | 14.85% | 1029.77%-1014.9pp | 802.94%-788.1pp | 345.39%-330.5pp |
| Employer contribution / active EE | $1,391 | $5,858-76.3% | $5,144-73.0% | $4,763-70.8% |
| Participant deferral / active EE | $2,641 | $5,948-55.6% | $5,198-49.2% | $5,851-54.9% |
| Admin fee / account holder | $1,787 | $17,111-89.6% | $13,955-87.2% | $11,598-84.6% |