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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 | $201,259-79.3% | $184,200-77.4% | $145,959-71.5% |
| Participation rate | 25.0% | 87.5%-62.5pp | 86.8%-61.8pp | 80.3%-55.3pp |
| Annual return | 27.10% | 28.98%-1.9pp | 28.80%-1.7pp | 561.95%-534.9pp |
| Employer contribution / active EE | $2,259 | $7,018-67.8% | $6,424-64.8% | $4,661-51.5% |
| Participant deferral / active EE | $5,922 | $9,806-39.6% | $9,132-35.2% | $6,689-11.5% |
| Admin fee / account holder | $1,759,060 | $16,372+10644.1% | $13,907+12548.7% | $13,398+13029.5% |