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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 | $73,500 | $150,447-51.1% | $136,298-46.1% | $147,586-50.2% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 16.34% | 1049.15%-1032.8pp | 5156.27%-5139.9pp | 578.59%-562.2pp |
| Employer contribution / active EE | $2,494 | $5,256-52.5% | $4,696-46.9% | $4,876-48.9% |
| Participant deferral / active EE | $3,823 | $6,631-42.3% | $6,247-38.8% | $5,439-29.7% |
| Admin fee / account holder | $3,653 | $10,906-66.5% | $9,244-60.5% | $10,886-66.4% |