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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 | $41,667 | $201,372-79.3% | $184,260-77.4% | $145,884-71.4% |
| Participation rate | 25.0% | 87.5%-62.5pp | 86.8%-61.8pp | 80.3%-55.3pp |
| Annual return | 27.10% | 29.04%-1.9pp | 28.84%-1.7pp | 551.85%-524.8pp |
| Employer contribution / active EE | $2,259 | $7,024-67.8% | $6,427-64.9% | $4,662-51.6% |
| Participant deferral / active EE | $5,922 | $9,808-39.6% | $9,133-35.2% | $6,690-11.5% |
| Admin fee / account holder | $1,759,060 | $16,362+10650.9% | $13,898+12557.0% | $13,392+13035.3% |