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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 | $83,711 | $176,077-52.5% | $159,455-47.5% | $167,518-50.0% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 18.16% | 331.83%-313.7pp | 263.63%-245.5pp | 478.71%-460.6pp |
| Employer contribution / active EE | $16,319 | $5,298+208.0% | $4,830+237.9% | $4,838+237.3% |
| Participant deferral / active EE | $11,061 | $7,751+42.7% | $7,353+50.4% | $6,342+74.4% |
| Admin fee / account holder | $1,182 | $12,556-90.6% | $10,800-89.1% | $12,312-90.4% |