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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 | $68,627 | $209,888-67.3% | $189,545-63.8% | $167,553-59.0% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 14.79% | 748.66%-733.9pp | 555.36%-540.6pp | 478.89%-464.1pp |
| Employer contribution / active EE | $12,121 | $6,915+75.3% | $6,162+96.7% | $4,840+150.4% |
| Participant deferral / active EE | $12,121 | $8,934+35.7% | $8,220+47.4% | $6,343+91.1% |
| Admin fee / account holder | $289,406 | $14,300+1923.9% | $12,049+2302.0% | $12,316+2249.8% |