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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 | $46,432 | $209,847-77.9% | $189,520-75.5% | $167,518-72.3% |
| Participation rate | 60.0% | 88.7%-28.7pp | 87.8%-27.8pp | 82.1%-22.1pp |
| Annual return | 29.63% | 748.45%-718.8pp | 555.25%-525.6pp | 478.71%-449.1pp |
| Employer contribution / active EE | $3,569 | $6,913-48.4% | $6,161-42.1% | $4,838-26.2% |
| Participant deferral / active EE | $5,444 | $8,934-39.1% | $8,220-33.8% | $6,342-14.2% |
| Admin fee / account holder | $20,629 | $14,295+44.3% | $12,046+71.2% | $12,312+67.5% |