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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 | $46,877 | $202,345-76.8% | $172,755-72.9% | $152,885-69.3% |
| Participation rate | 12.5% | 87.1%-74.6pp | 82.6%-70.1pp | 82.5%-70.0pp |
| Annual return | 16.50% | 1029.77%-1013.3pp | 802.94%-786.4pp | 345.39%-328.9pp |
| Employer contribution / active EE | $9,780 | $5,858+66.9% | $5,144+90.1% | $4,763+105.3% |
| Participant deferral / active EE | $8,759 | $5,948+47.2% | $5,198+68.5% | $5,851+49.7% |
| Admin fee / account holder | $904 | $17,111-94.7% | $13,955-93.5% | $11,598-92.2% |