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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 | $77,107 | $150,445-48.7% | $136,297-43.4% | $147,585-47.8% |
| Participation rate | 68.8% | 84.4%-15.7pp | 81.9%-13.2pp | 82.8%-14.1pp |
| Annual return | 11.61% | 1049.14%-1037.5pp | 5156.16%-5144.5pp | 578.57%-567.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,220 | $6,631-66.5% | $6,247-64.5% | $5,439-59.2% |
| Admin fee / account holder | $4,208 | $10,906-61.4% | $9,244-54.5% | $10,885-61.3% |