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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 | $115,444 | $202,345-42.9% | $172,755-33.2% | $152,885-24.5% |
| Participation rate | 63.6% | 87.1%-23.4pp | 82.6%-19.0pp | 82.5%-18.8pp |
| Annual return | 15.79% | 1029.77%-1014.0pp | 802.94%-787.1pp | 345.39%-329.6pp |
| Employer contribution / active EE | $2,137 | $5,858-63.5% | $5,144-58.5% | $4,763-55.1% |
| Participant deferral / active EE | $12,543 | $5,948+110.9% | $5,198+141.3% | $5,851+114.4% |
| Admin fee / account holder | $91,219 | $17,111+433.1% | $13,955+553.7% | $11,598+686.5% |