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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 | $77,977 | $88,754-12.1% | $81,820-4.7% | $145,877-46.5% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 12.75% | 1031.77%-1019.0pp | 777.93%-765.2pp | 551.28%-538.5pp |
| Employer contribution / active EE | $4,091 | $3,085+32.6% | $2,915+40.3% | $4,663-12.3% |
| Participant deferral / active EE | $11,010 | $4,648+136.9% | $4,323+154.7% | $6,691+64.6% |
| Admin fee / account holder | $234,915 | $8,424+2688.8% | $7,391+3078.6% | $13,402+1652.8% |