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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 | $36,202 | $150,447-75.9% | $136,298-73.4% | $147,586-75.5% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 14.16% | 1049.15%-1035.0pp | 5156.27%-5142.1pp | 578.59%-564.4pp |
| Employer contribution / active EE | $1,229 | $5,256-76.6% | $4,696-73.8% | $4,876-74.8% |
| Participant deferral / active EE | $2,769 | $6,631-58.2% | $6,247-55.7% | $5,439-49.1% |
| Admin fee / account holder | $886 | $10,906-91.9% | $9,244-90.4% | $10,886-91.9% |