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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 | $70,653 | $150,447-53.0% | $136,298-48.2% | $147,586-52.1% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 19.42% | 1049.15%-1029.7pp | 5156.27%-5136.8pp | 578.59%-559.2pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,374 | $6,631-34.0% | $6,247-30.0% | $5,439-19.6% |
| Admin fee / account holder | $6,658 | $10,906-39.0% | $9,244-28.0% | $10,886-38.8% |