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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 | $30,233 | $150,447-79.9% | $136,298-77.8% | $147,586-79.5% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 19.01% | 1049.15%-1030.1pp | 5156.27%-5137.3pp | 578.59%-559.6pp |
| Employer contribution / active EE | $1,312 | $5,256-75.0% | $4,696-72.1% | $4,876-73.1% |
| Participant deferral / active EE | $3,323 | $6,631-49.9% | $6,247-46.8% | $5,439-38.9% |
| Admin fee / account holder | $1,016 | $10,906-90.7% | $9,244-89.0% | $10,886-90.7% |