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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 | $63,021 | $99,011-36.3% | $86,582-27.2% | $147,586-57.3% |
| Participation rate | 61.5% | 76.3%-14.8pp | 73.5%-12.0pp | 82.8%-21.3pp |
| Annual return | 14.97% | 1312.75%-1297.8pp | 965.08%-950.1pp | 578.59%-563.6pp |
| Employer contribution / active EE | $6,425 | $3,132+105.1% | $2,839+126.3% | $4,876+31.8% |
| Participant deferral / active EE | $7,417 | $3,972+86.7% | $3,609+105.5% | $5,439+36.4% |
| Admin fee / account holder | $13,693 | $5,709+139.9% | $4,904+179.2% | $10,886+25.8% |