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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 | $98,622 | $99,011-0.4% | $86,582+13.9% | $147,586-33.2% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 16.02% | 1312.75%-1296.7pp | 965.08%-949.1pp | 578.59%-562.6pp |
| Employer contribution / active EE | $2,837 | $3,132-9.4% | $2,839-0.1% | $4,876-41.8% |
| Participant deferral / active EE | $12,000 | $3,972+202.1% | $3,609+232.5% | $5,439+120.6% |
| Admin fee / account holder | $450 | $5,709-92.1% | $4,904-90.8% | $10,886-95.9% |