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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 | $66,502 | $150,442-55.8% | $136,295-51.2% | $147,585-54.9% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 17.22% | 1049.09%-1031.9pp | 5155.97%-5138.8pp | 578.56%-561.3pp |
| Employer contribution / active EE | $1,245 | $5,256-76.3% | $4,695-73.5% | $4,876-74.5% |
| Participant deferral / active EE | $5,619 | $6,630-15.2% | $6,247-10.0% | $5,439+3.3% |
| Admin fee / account holder | $739 | $10,905-93.2% | $9,243-92.0% | $10,885-93.2% |