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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 | $241,051 | $88,815+171.4% | $81,882+194.4% | $145,897+65.2% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 11.84% | 1033.75%-1021.9pp | 779.47%-767.6pp | 552.29%-540.5pp |
| Employer contribution / active EE | $5,589 | $3,086+81.1% | $2,916+91.6% | $4,663+19.9% |
| Participant deferral / active EE | $8,981 | $4,647+93.3% | $4,323+107.7% | $6,689+34.3% |
| Admin fee / account holder | $32,664 | $8,434+287.3% | $7,360+343.8% | $13,390+143.9% |