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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 | $142,996 | $150,447-5.0% | $136,298+4.9% | $147,586-3.1% |
| Participation rate | 41.7% | 84.4%-42.8pp | 81.9%-40.3pp | 82.8%-41.2pp |
| Annual return | 12.13% | 1049.15%-1037.0pp | 5156.27%-5144.1pp | 578.59%-566.5pp |
| Employer contribution / active EE | $1,043 | $5,256-80.2% | $4,696-77.8% | $4,876-78.6% |
| Participant deferral / active EE | $2,583 | $6,631-61.0% | $6,247-58.6% | $5,439-52.5% |
| Admin fee / account holder | $33,233 | $10,906+204.7% | $9,244+259.5% | $10,886+205.3% |