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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 | $82,018 | $176,688-53.6% | $130,660-37.2% | $152,909-46.4% |
| Participation rate | 53.8% | 79.0%-25.1pp | 71.7%-17.9pp | 82.5%-28.6pp |
| Annual return | 28.29% | 2693.08%-2664.8pp | 1709.29%-1681.0pp | 345.46%-317.2pp |
| Employer contribution / active EE | $3,003 | $5,743-47.7% | $4,092-26.6% | $4,764-37.0% |
| Participant deferral / active EE | $5,311 | $4,362+21.8% | $3,603+47.4% | $5,851-9.2% |
| Admin fee / account holder | $487 | $7,131-93.2% | $5,463-91.1% | $11,601-95.8% |