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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 | $28,898 | $150,447-80.8% | $136,298-78.8% | $147,586-80.4% |
| Participation rate | 25.0% | 84.4%-59.4pp | 81.9%-56.9pp | 82.8%-57.8pp |
| Annual return | 19.35% | 1049.15%-1029.8pp | 5156.27%-5136.9pp | 578.59%-559.2pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,331 | $6,631-49.8% | $6,247-46.7% | $5,439-38.8% |
| Admin fee / account holder | $17,746 | $10,906+62.7% | $9,244+92.0% | $10,886+63.0% |