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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 | $130,325 | $150,447-13.4% | $136,298-4.4% | $147,586-11.7% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 18.95% | 1049.15%-1030.2pp | 5156.27%-5137.3pp | 578.59%-559.6pp |
| Employer contribution / active EE | $1,688 | $5,256-67.9% | $4,696-64.1% | $4,876-65.4% |
| Participant deferral / active EE | $5,337 | $6,631-19.5% | $6,247-14.6% | $5,439-1.9% |
| Admin fee / account holder | $735 | $10,906-93.3% | $9,244-92.1% | $10,886-93.3% |