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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 | $33,279 | $150,447-77.9% | $136,298-75.6% | $147,586-77.5% |
| Participation rate | 42.1% | 84.4%-42.3pp | 81.9%-39.8pp | 82.8%-40.7pp |
| Annual return | 21.91% | 1049.15%-1027.2pp | 5156.27%-5134.4pp | 578.59%-556.7pp |
| Employer contribution / active EE | $1,457 | $5,256-72.3% | $4,696-69.0% | $4,876-70.1% |
| Participant deferral / active EE | $3,582 | $6,631-46.0% | $6,247-42.7% | $5,439-34.1% |
| Admin fee / account holder | $355 | $10,906-96.7% | $9,244-96.2% | $10,886-96.7% |