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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 | $77,639 | $150,447-48.4% | $136,298-43.0% | $147,586-47.4% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 10.97% | 1049.15%-1038.2pp | 5156.27%-5145.3pp | 578.59%-567.6pp |
| Employer contribution / active EE | $1,570 | $5,256-70.1% | $4,696-66.6% | $4,876-67.8% |
| Participant deferral / active EE | $5,620 | $6,631-15.2% | $6,247-10.0% | $5,439+3.3% |
| Admin fee / account holder | $926 | $10,906-91.5% | $9,244-90.0% | $10,886-91.5% |