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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 | $93,985 | $202,345-53.6% | $172,755-45.6% | $152,885-38.5% |
| Participation rate | 54.5% | 87.1%-32.5pp | 82.6%-28.1pp | 82.5%-27.9pp |
| Annual return | 18.94% | 1029.77%-1010.8pp | 802.94%-784.0pp | 345.39%-326.4pp |
| Employer contribution / active EE | $1,701 | $5,858-71.0% | $5,144-66.9% | $4,763-64.3% |
| Participant deferral / active EE | $3,005 | $5,948-49.5% | $5,198-42.2% | $5,851-48.6% |
| Admin fee / account holder | $3,900 | $17,111-77.2% | $13,955-72.1% | $11,598-66.4% |