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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 | $88,629 | $150,445-41.1% | $136,297-35.0% | $147,585-39.9% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 13.39% | 1049.14%-1035.7pp | 5156.16%-5142.8pp | 578.57%-565.2pp |
| Employer contribution / active EE | $953 | $5,256-81.9% | $4,696-79.7% | $4,876-80.5% |
| Participant deferral / active EE | $3,660 | $6,631-44.8% | $6,247-41.4% | $5,439-32.7% |
| Admin fee / account holder | $621 | $10,906-94.3% | $9,244-93.3% | $10,885-94.3% |