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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 | $45,501 | $150,447-69.8% | $136,298-66.6% | $147,586-69.2% |
| Participation rate | 45.0% | 84.4%-39.4pp | 81.9%-36.9pp | 82.8%-37.8pp |
| Annual return | 38.13% | 1049.15%-1011.0pp | 5156.27%-5118.1pp | 578.59%-540.5pp |
| Employer contribution / active EE | $2,732 | $5,256-48.0% | $4,696-41.8% | $4,876-44.0% |
| Participant deferral / active EE | $4,040 | $6,631-39.1% | $6,247-35.3% | $5,439-25.7% |
| Admin fee / account holder | $761 | $10,906-93.0% | $9,244-91.8% | $10,886-93.0% |