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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 | $36,201 | $150,447-75.9% | $136,298-73.4% | $147,586-75.5% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 20.38% | 1049.15%-1028.8pp | 5156.27%-5135.9pp | 578.59%-558.2pp |
| Employer contribution / active EE | $1,339 | $5,256-74.5% | $4,696-71.5% | $4,876-72.5% |
| Participant deferral / active EE | $3,182 | $6,631-52.0% | $6,247-49.1% | $5,439-41.5% |
| Admin fee / account holder | $318 | $10,906-97.1% | $9,244-96.6% | $10,886-97.1% |