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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 | $61,827 | $88,754-30.3% | $81,820-24.4% | $145,877-57.6% |
| Participation rate | 58.8% | 75.1%-16.3pp | 72.4%-13.6pp | 80.3%-21.5pp |
| Annual return | 20.53% | 1031.77%-1011.2pp | 777.93%-757.4pp | 551.28%-530.7pp |
| Employer contribution / active EE | $4,715 | $3,085+52.8% | $2,915+61.7% | $4,663+1.1% |
| Participant deferral / active EE | $8,876 | $4,648+91.0% | $4,323+105.3% | $6,691+32.7% |
| Admin fee / account holder | $2,508 | $8,424-70.2% | $7,391-66.1% | $13,402-81.3% |