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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 | $71,184 | $171,867-58.6% | $149,721-52.5% | $147,586-51.8% |
| Participation rate | 35.3% | 88.2%-52.9pp | 87.1%-51.8pp | 82.8%-47.5pp |
| Annual return | 19.82% | 2113.36%-2093.5pp | 1501.67%-1481.9pp | 578.59%-558.8pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,693 | $7,270-35.4% | $6,568-28.5% | $5,439-13.7% |
| Admin fee / account holder | $10,715 | $13,799-22.4% | $11,282-5.0% | $10,886-1.6% |