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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 | $53,410 | $209,847-74.5% | $189,520-71.8% | $167,518-68.1% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 21.79% | 748.45%-726.7pp | 555.25%-533.5pp | 478.71%-456.9pp |
| Employer contribution / active EE | $1,735 | $6,913-74.9% | $6,161-71.8% | $4,838-64.1% |
| Participant deferral / active EE | $8,710 | $8,934-2.5% | $8,220+6.0% | $6,342+37.3% |
| Admin fee / account holder | $7,027 | $14,295-50.8% | $12,046-41.7% | $12,312-42.9% |