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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 | $95,950 | $150,447-36.2% | $136,298-29.6% | $147,586-35.0% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 12.27% | 1049.15%-1036.9pp | 5156.27%-5144.0pp | 578.59%-566.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,253 | $6,631-66.0% | $6,247-63.9% | $5,439-58.6% |
| Admin fee / account holder | $1,354 | $10,906-87.6% | $9,244-85.3% | $10,886-87.6% |