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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 | $19,046 | $104,544-81.8% | $76,657-75.2% | $152,897-87.5% |
| Participation rate | 50.0% | 76.6%-26.6pp | 72.1%-22.1pp | 82.5%-32.5pp |
| Annual return | 12.42% | 1014.36%-1001.9pp | 1166.74%-1154.3pp | 345.43%-333.0pp |
| Employer contribution / active EE | $10,274 | $3,118+229.5% | $2,303+346.2% | $4,764+115.7% |
| Participant deferral / active EE | $14,029 | $4,236+231.2% | $3,335+320.6% | $5,851+139.8% |
| Admin fee / account holder | $2,456,574 | $12,286+19895.5% | $6,423+38149.0% | $11,599+21078.5% |