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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 | $44,357 | $150,447-70.5% | $136,298-67.5% | $147,586-69.9% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 15.04% | 1049.15%-1034.1pp | 5156.27%-5141.2pp | 578.59%-563.6pp |
| Employer contribution / active EE | $1,350 | $5,256-74.3% | $4,696-71.2% | $4,876-72.3% |
| Participant deferral / active EE | $9,750 | $6,631+47.0% | $6,247+56.1% | $5,439+79.3% |
| Admin fee / account holder | $14,102 | $10,906+29.3% | $9,244+52.6% | $10,886+29.5% |