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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 | $107,698 | $150,447-28.4% | $136,298-21.0% | $147,586-27.0% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 19.80% | 1049.15%-1029.4pp | 5156.27%-5136.5pp | 578.59%-558.8pp |
| Employer contribution / active EE | $2,805 | $5,256-46.6% | $4,696-40.3% | $4,876-42.5% |
| Participant deferral / active EE | $5,823 | $6,631-12.2% | $6,247-6.8% | $5,439+7.1% |
| Admin fee / account holder | $542 | $10,906-95.0% | $9,244-94.1% | $10,886-95.0% |