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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 | $42,731 | $150,442-71.6% | $136,295-68.6% | $147,585-71.0% |
| Participation rate | 59.1% | 84.4%-25.3pp | 81.9%-22.8pp | 82.8%-23.7pp |
| Annual return | 23.61% | 1049.09%-1025.5pp | 5155.97%-5132.4pp | 578.56%-554.9pp |
| Employer contribution / active EE | $2,155 | $5,256-59.0% | $4,695-54.1% | $4,876-55.8% |
| Participant deferral / active EE | $3,872 | $6,630-41.6% | $6,247-38.0% | $5,439-28.8% |
| Admin fee / account holder | $551 | $10,905-95.0% | $9,243-94.0% | $10,885-94.9% |