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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 | $68,214 | $217,432-68.6% | $185,849-63.3% | $167,536-59.3% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 35.62% | 148.42%-112.8pp | 122.10%-86.5pp | 478.82%-443.2pp |
| Employer contribution / active EE | $10,000 | $5,875+70.2% | $5,169+93.5% | $4,839+106.7% |
| Participant deferral / active EE | $10,000 | $6,357+57.3% | $5,569+79.6% | $6,342+57.7% |
| Admin fee / account holder | $496 | $19,818-97.5% | $16,244-96.9% | $12,315-96.0% |