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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 | $94,759 | $202,342-53.2% | $172,753-45.1% | $152,909-38.0% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.5%-42.5pp |
| Annual return | 29.52% | 1029.88%-1000.4pp | 803.00%-773.5pp | 345.46%-315.9pp |
| Employer contribution / active EE | $2,466 | $5,857-57.9% | $5,144-52.1% | $4,764-48.2% |
| Participant deferral / active EE | $8,579 | $5,948+44.2% | $5,198+65.1% | $5,851+46.6% |
| Admin fee / account holder | $1,232 | $17,112-92.8% | $13,956-91.2% | $11,601-89.4% |