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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 | $89,554 | $150,446-40.5% | $136,297-34.3% | $147,585-39.3% |
| Participation rate | 52.6% | 84.4%-31.8pp | 81.9%-29.3pp | 82.8%-30.2pp |
| Annual return | 14.60% | 1049.14%-1034.5pp | 5156.19%-5141.6pp | 578.58%-564.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,236 | $6,631-36.1% | $6,247-32.2% | $5,439-22.1% |
| Admin fee / account holder | $431 | $10,906-96.0% | $9,244-95.3% | $10,886-96.0% |