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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 | $170,225 | $202,342-15.9% | $172,753-1.5% | $152,909+11.3% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 16.29% | 1029.88%-1013.6pp | 803.00%-786.7pp | 345.46%-329.2pp |
| Employer contribution / active EE | $6,250 | $5,857+6.7% | $5,144+21.5% | $4,764+31.2% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $17,420 | $17,112+1.8% | $13,956+24.8% | $11,601+50.2% |