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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 | $99,031-36.4% | $86,597-27.2% | $147,585-57.3% |
| Participation rate | 61.5% | 76.3%-14.8pp | 73.5%-12.0pp | 82.8%-21.3pp |
| Annual return | 14.97% | 1312.56%-1297.6pp | 964.96%-950.0pp | 578.57%-563.6pp |
| Employer contribution / active EE | $6,425 | $3,132+105.1% | $2,840+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 | $5,711+139.8% | $4,906+179.1% | $10,885+25.8% |