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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 | $34,196 | $202,345-83.1% | $172,755-80.2% | $152,885-77.6% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.5%-39.6pp |
| Annual return | 19.14% | 1029.77%-1010.6pp | 802.94%-783.8pp | 345.39%-326.2pp |
| Employer contribution / active EE | $3,555 | $5,858-39.3% | $5,144-30.9% | $4,763-25.4% |
| Participant deferral / active EE | $5,876 | $5,948-1.2% | $5,198+13.0% | $5,851+0.4% |
| Admin fee / account holder | $25,791 | $17,111+50.7% | $13,955+84.8% | $11,598+122.4% |