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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 | $190,704 | $171,867+11.0% | $149,721+27.4% | $147,586+29.2% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 15.82% | 2113.36%-2097.5pp | 1501.67%-1485.9pp | 578.59%-562.8pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,348 | $7,270-26.4% | $6,568-18.6% | $5,439-1.7% |
| Admin fee / account holder | $477 | $13,799-96.5% | $11,282-95.8% | $10,886-95.6% |