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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 | $113,997 | $150,447-24.2% | $136,298-16.4% | $147,586-22.8% |
| Participation rate | 16.7% | 84.4%-67.8pp | 81.9%-65.3pp | 82.8%-66.2pp |
| Annual return | 13.45% | 1049.15%-1035.7pp | 5156.27%-5142.8pp | 578.59%-565.1pp |
| Employer contribution / active EE | $1,452 | $5,256-72.4% | $4,696-69.1% | $4,876-70.2% |
| Participant deferral / active EE | $4,571 | $6,631-31.1% | $6,247-26.8% | $5,439-16.0% |
| Admin fee / account holder | $537 | $10,906-95.1% | $9,244-94.2% | $10,886-95.1% |