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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 | $90,093 | $150,447-40.1% | $136,298-33.9% | $147,586-39.0% |
| Participation rate | 56.5% | 84.4%-27.9pp | 81.9%-25.4pp | 82.8%-26.3pp |
| Annual return | 19.20% | 1049.15%-1030.0pp | 5156.27%-5137.1pp | 578.59%-559.4pp |
| Employer contribution / active EE | $1,182 | $5,256-77.5% | $4,696-74.8% | $4,876-75.8% |
| Participant deferral / active EE | $5,089 | $6,631-23.3% | $6,247-18.5% | $5,439-6.4% |
| Admin fee / account holder | $5,457 | $10,906-50.0% | $9,244-41.0% | $10,886-49.9% |