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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 | $81,680 | $150,447-45.7% | $136,298-40.1% | $147,586-44.7% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 27.13% | 1049.15%-1022.0pp | 5156.27%-5129.1pp | 578.59%-551.5pp |
| Employer contribution / active EE | $2,105 | $5,256-59.9% | $4,696-55.2% | $4,876-56.8% |
| Participant deferral / active EE | $3,913 | $6,631-41.0% | $6,247-37.4% | $5,439-28.1% |
| Admin fee / account holder | $991 | $10,906-90.9% | $9,244-89.3% | $10,886-90.9% |