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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 | $80,487 | $171,867-53.2% | $149,721-46.2% | $147,586-45.5% |
| Participation rate | 63.6% | 88.2%-24.6pp | 87.1%-23.4pp | 82.8%-19.2pp |
| Annual return | 13.06% | 2113.36%-2100.3pp | 1501.67%-1488.6pp | 578.59%-565.5pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,407 | $7,270+29.4% | $6,568+43.2% | $5,439+73.0% |
| Admin fee / account holder | $24,488 | $13,799+77.5% | $11,282+117.0% | $10,886+125.0% |