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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 | $82,148 | $150,447-45.4% | $136,298-39.7% | $147,586-44.3% |
| Participation rate | 38.1% | 84.4%-46.3pp | 81.9%-43.8pp | 82.8%-44.7pp |
| Annual return | 14.56% | 1049.15%-1034.6pp | 5156.27%-5141.7pp | 578.59%-564.0pp |
| Employer contribution / active EE | $1,203 | $5,256-77.1% | $4,696-74.4% | $4,876-75.3% |
| Participant deferral / active EE | $3,340 | $6,631-49.6% | $6,247-46.5% | $5,439-38.6% |
| Admin fee / account holder | $9,222 | $10,906-15.4% | $9,244-0.2% | $10,886-15.3% |