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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 | $115,652 | $202,342-42.8% | $172,753-33.1% | $152,909-24.4% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 17.43% | 1029.88%-1012.5pp | 803.00%-785.6pp | 345.46%-328.0pp |
| Employer contribution / active EE | $1,714 | $5,857-70.7% | $5,144-66.7% | $4,764-64.0% |
| Participant deferral / active EE | $5,382 | $5,948-9.5% | $5,198+3.5% | $5,851-8.0% |
| Admin fee / account holder | $38,418 | $17,112+124.5% | $13,956+175.3% | $11,601+231.2% |