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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 | $82,843 | $209,847-60.5% | $189,520-56.3% | $167,518-50.5% |
| Participation rate | 60.0% | 88.7%-28.7pp | 87.8%-27.8pp | 82.1%-22.1pp |
| Annual return | 26.74% | 748.45%-721.7pp | 555.25%-528.5pp | 478.71%-452.0pp |
| Employer contribution / active EE | $3,690 | $6,913-46.6% | $6,161-40.1% | $4,838-23.7% |
| Participant deferral / active EE | $5,712 | $8,934-36.1% | $8,220-30.5% | $6,342-9.9% |
| Admin fee / account holder | $415 | $14,295-97.1% | $12,046-96.6% | $12,312-96.6% |