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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 | $71,260 | $156,927-54.6% | $121,169-41.2% | $139,456-48.9% |
| Participation rate | 42.9% | 76.4%-33.6pp | 69.5%-26.7pp | 80.3%-37.5pp |
| Annual return | 66.62% | 1475.85%-1409.2pp | 986.71%-920.1pp | 373.45%-306.8pp |
| Employer contribution / active EE | $7,710 | $5,542+39.1% | $4,168+85.0% | $4,753+62.2% |
| Participant deferral / active EE | $11,067 | $4,848+128.3% | $4,083+171.1% | $6,711+64.9% |
| Admin fee / account holder | $7,142 | $6,946+2.8% | $5,645+26.5% | $11,407-37.4% |