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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 | $81,912 | $150,442-45.6% | $136,295-39.9% | $147,585-44.5% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 19.32% | 1049.09%-1029.8pp | 5155.97%-5136.7pp | 578.56%-559.2pp |
| Employer contribution / active EE | $2,155 | $5,256-59.0% | $4,695-54.1% | $4,876-55.8% |
| Participant deferral / active EE | $2,413 | $6,630-63.6% | $6,247-61.4% | $5,439-55.6% |
| Admin fee / account holder | $4,073 | $10,905-62.7% | $9,243-55.9% | $10,885-62.6% |