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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 | $150,447-45.6% | $136,298-39.9% | $147,586-44.5% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 19.32% | 1049.15%-1029.8pp | 5156.27%-5137.0pp | 578.59%-559.3pp |
| Employer contribution / active EE | $2,155 | $5,256-59.0% | $4,696-54.1% | $4,876-55.8% |
| Participant deferral / active EE | $2,413 | $6,631-63.6% | $6,247-61.4% | $5,439-55.6% |
| Admin fee / account holder | $4,073 | $10,906-62.7% | $9,244-55.9% | $10,886-62.6% |