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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 | $23,949 | $150,442-84.1% | $136,295-82.4% | $147,585-83.8% |
| Participation rate | 58.3% | 84.4%-26.1pp | 81.9%-23.6pp | 82.8%-24.5pp |
| Annual return | 17.94% | 1049.09%-1031.2pp | 5155.97%-5138.0pp | 578.56%-560.6pp |
| Employer contribution / active EE | $1,993 | $5,256-62.1% | $4,695-57.6% | $4,876-59.1% |
| Participant deferral / active EE | $4,578 | $6,630-31.0% | $6,247-26.7% | $5,439-15.8% |
| Admin fee / account holder | $4,335 | $10,905-60.2% | $9,243-53.1% | $10,885-60.2% |