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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 | $35,883 | $150,447-76.1% | $136,298-73.7% | $147,586-75.7% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 12.05% | 1049.15%-1037.1pp | 5156.27%-5144.2pp | 578.59%-566.5pp |
| Employer contribution / active EE | $2,536 | $5,256-51.8% | $4,696-46.0% | $4,876-48.0% |
| Participant deferral / active EE | $2,536 | $6,631-61.8% | $6,247-59.4% | $5,439-53.4% |
| Admin fee / account holder | $2,488 | $10,906-77.2% | $9,244-73.1% | $10,886-77.1% |