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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 | $114,135 | $159,978-28.7% | $147,041-22.4% | $145,978-21.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.58% | 98.36%-84.8pp | 419.21%-405.6pp | 550.52%-536.9pp |
| Employer contribution / active EE | $12,380 | $5,288+134.1% | $4,935+150.9% | $4,662+165.6% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $25,132 | $15,053+67.0% | $13,006+93.2% | $13,400+87.6% |