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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 | $32,076 | $202,342-84.1% | $172,752-81.4% | $152,897-79.0% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 144.26% | 1029.83%-885.6pp | 802.97%-658.7pp | 345.43%-201.2pp |
| Employer contribution / active EE | $5,070 | $5,858-13.4% | $5,144-1.4% | $4,764+6.4% |
| Participant deferral / active EE | $6,333 | $5,948+6.5% | $5,198+21.8% | $5,851+8.2% |
| Admin fee / account holder | $395 | $17,111-97.7% | $13,955-97.2% | $11,599-96.6% |