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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 | $160,562 | $167,030-3.9% | $135,768+18.3% | $155,188+3.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 22.31% | 678.39%-656.1pp | 526.10%-503.8pp | 148.84%-126.5pp |
| Employer contribution / active EE | $23,250 | $4,132+462.6% | $3,394+585.1% | $4,248+447.3% |
| Participant deferral / active EE | $11,750 | $4,528+159.5% | $3,977+195.4% | $6,531+79.9% |
| Admin fee / account holder | $895 | $8,172-89.0% | $7,048-87.3% | $14,480-93.8% |