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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 | $48,434 | $76,608-36.8% | $56,077-13.6% | $145,877-66.8% |
| Participation rate | 57.1% | 63.2%-6.1pp | 52.5%+4.6pp | 80.3%-23.2pp |
| Annual return | 81.48% | 3009.59%-2928.1pp | 1709.28%-1627.8pp | 551.28%-469.8pp |
| Employer contribution / active EE | $19,911 | $1,382+1341.1% | $1,040+1813.9% | $4,663+327.0% |
| Participant deferral / active EE | $7,863 | $2,624+199.6% | $1,954+302.4% | $6,691+17.5% |
| Admin fee / account holder | $3,795 | $3,325+14.1% | $2,825+34.3% | $13,402-71.7% |