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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 | $54,436 | $202,342-73.1% | $172,753-68.5% | $152,909-64.4% |
| Participation rate | 53.3% | 87.1%-33.7pp | 82.6%-29.3pp | 82.5%-29.1pp |
| Annual return | 23.23% | 1029.88%-1006.7pp | 803.00%-779.8pp | 345.46%-322.2pp |
| Employer contribution / active EE | $1,238 | $5,857-78.9% | $5,144-75.9% | $4,764-74.0% |
| Participant deferral / active EE | $2,267 | $5,948-61.9% | $5,198-56.4% | $5,851-61.2% |
| Admin fee / account holder | $822 | $17,112-95.2% | $13,956-94.1% | $11,601-92.9% |