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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 | $62,963 | $202,342-68.9% | $172,752-63.6% | $152,897-58.8% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 20.51% | 1029.83%-1009.3pp | 802.97%-782.5pp | 345.43%-324.9pp |
| Employer contribution / active EE | $2,726 | $5,858-53.5% | $5,144-47.0% | $4,764-42.8% |
| Participant deferral / active EE | $8,720 | $5,948+46.6% | $5,198+67.8% | $5,851+49.0% |
| Admin fee / account holder | $3,886 | $17,111-77.3% | $13,955-72.2% | $11,599-66.5% |