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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 | $88,765 | $202,342-56.1% | $172,753-48.6% | $152,909-41.9% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 223.82% | 1029.88%-806.1pp | 803.00%-579.2pp | 345.46%-121.6pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $12,000 | $5,948+101.7% | $5,198+130.9% | $5,851+105.1% |
| Admin fee / account holder | $622 | $17,112-96.4% | $13,956-95.5% | $11,601-94.6% |