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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 | $39,601 | $160,059-75.3% | $140,019-71.7% | $135,380-70.7% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | 3.50% | 911.48%-908.0pp | 651.17%-647.7pp | 519.81%-516.3pp |
| Employer contribution / active EE | $8,408 | $6,420+31.0% | $5,605+50.0% | $4,779+75.9% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $77,461 | $13,328+481.2% | $10,705+623.6% | $10,828+615.4% |