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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 | $36,147 | $202,342-82.1% | $172,752-79.1% | $152,897-76.4% |
| Participation rate | 68.8% | 87.1%-18.3pp | 82.6%-13.9pp | 82.5%-13.7pp |
| Annual return | 18.00% | 1029.83%-1011.8pp | 802.97%-785.0pp | 345.43%-327.4pp |
| Employer contribution / active EE | $1,442 | $5,858-75.4% | $5,144-72.0% | $4,764-69.7% |
| Participant deferral / active EE | $2,721 | $5,948-54.3% | $5,198-47.7% | $5,851-53.5% |
| Admin fee / account holder | $19,231 | $17,111+12.4% | $13,955+37.8% | $11,599+65.8% |