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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 | $60,287 | $150,447-59.9% | $136,298-55.8% | $147,586-59.2% |
| Participation rate | 39.1% | 84.4%-45.3pp | 81.9%-42.8pp | 82.8%-43.7pp |
| Annual return | 63.71% | 1049.15%-985.4pp | 5156.27%-5092.6pp | 578.59%-514.9pp |
| Employer contribution / active EE | $1,452 | $5,256-72.4% | $4,696-69.1% | $4,876-70.2% |
| Participant deferral / active EE | $2,352 | $6,631-64.5% | $6,247-62.4% | $5,439-56.8% |
| Admin fee / account holder | $6,386 | $10,906-41.4% | $9,244-30.9% | $10,886-41.3% |