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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 | $166,430 | $202,342-17.7% | $172,753-3.7% | $152,909+8.8% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.5%-39.6pp |
| Annual return | 25.35% | 1029.88%-1004.5pp | 803.00%-777.6pp | 345.46%-320.1pp |
| Employer contribution / active EE | $2,236 | $5,857-61.8% | $5,144-56.5% | $4,764-53.1% |
| Participant deferral / active EE | $7,186 | $5,948+20.8% | $5,198+38.2% | $5,851+22.8% |
| Admin fee / account holder | $5,037 | $17,112-70.6% | $13,956-63.9% | $11,601-56.6% |