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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 | $136,760 | $185,199-26.2% | $142,874-4.3% | $167,518-18.4% |
| Participation rate | 28.6% | 78.5%-49.9pp | 72.0%-43.4pp | 82.1%-53.5pp |
| Annual return | 13.89% | 8556.90%-8543.0pp | 5638.58%-5624.7pp | 478.71%-464.8pp |
| Employer contribution / active EE | $1,111 | $5,606-80.2% | $4,145-73.2% | $4,838-77.0% |
| Participant deferral / active EE | $3,546 | $4,495-21.1% | $3,838-7.6% | $6,342-44.1% |
| Admin fee / account holder | $1,445 | $8,031-82.0% | $6,561-78.0% | $12,312-88.3% |