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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 | $76,384 | $88,702-13.9% | $81,780-6.6% | $145,978-47.7% |
| Participation rate | 15.8% | 75.0%-59.3pp | 72.4%-56.6pp | 80.3%-64.5pp |
| Annual return | 15.46% | 1029.12%-1013.7pp | 776.27%-760.8pp | 550.52%-535.1pp |
| Employer contribution / active EE | $3,069 | $3,084-0.5% | $2,914+5.3% | $4,662-34.2% |
| Participant deferral / active EE | $4,743 | $4,645+2.1% | $4,321+9.8% | $6,690-29.1% |
| Admin fee / account holder | $25,767 | $8,414+206.2% | $7,384+249.0% | $13,400+92.3% |