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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 | $130,370 | $171,867-24.1% | $149,721-12.9% | $147,586-11.7% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 16.43% | 2113.36%-2096.9pp | 1501.67%-1485.2pp | 578.59%-562.2pp |
| Employer contribution / active EE | $7,500 | $6,275+19.5% | $5,444+37.8% | $4,876+53.8% |
| Participant deferral / active EE | $3,000 | $7,270-58.7% | $6,568-54.3% | $5,439-44.8% |
| Admin fee / account holder | $484 | $13,799-96.5% | $11,282-95.7% | $10,886-95.6% |