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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 | $42,920 | $202,342-78.8% | $172,753-75.2% | $152,909-71.9% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 20.31% | 1029.88%-1009.6pp | 803.00%-782.7pp | 345.46%-325.2pp |
| Employer contribution / active EE | $1,953 | $5,857-66.7% | $5,144-62.0% | $4,764-59.0% |
| Participant deferral / active EE | $13,571 | $5,948+128.2% | $5,198+161.1% | $5,851+131.9% |
| Admin fee / account holder | $1,079 | $17,112-93.7% | $13,956-92.3% | $11,601-90.7% |