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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 | $41,867 | $202,342-79.3% | $172,752-75.8% | $152,897-72.6% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 19.99% | 1029.83%-1009.8pp | 802.97%-783.0pp | 345.43%-325.4pp |
| Employer contribution / active EE | $1,257 | $5,858-78.5% | $5,144-75.6% | $4,764-73.6% |
| Participant deferral / active EE | $6,227 | $5,948+4.7% | $5,198+19.8% | $5,851+6.4% |
| Admin fee / account holder | $11,956 | $17,111-30.1% | $13,955-14.3% | $11,599+3.1% |