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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 | $25,532 | $150,447-83.0% | $136,298-81.3% | $147,586-82.7% |
| Participation rate | 47.6% | 84.4%-36.8pp | 81.9%-34.3pp | 82.8%-35.2pp |
| Annual return | 11.47% | 1049.15%-1037.7pp | 5156.27%-5144.8pp | 578.59%-567.1pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,570 | $6,631-61.2% | $6,247-58.9% | $5,439-52.8% |
| Admin fee / account holder | $13,618 | $10,906+24.9% | $9,244+47.3% | $10,886+25.1% |