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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 | $44,755 | $150,447-70.3% | $136,298-67.2% | $147,586-69.7% |
| Participation rate | 27.8% | 84.4%-56.6pp | 81.9%-54.1pp | 82.8%-55.1pp |
| Annual return | 16.31% | 1049.15%-1032.8pp | 5156.27%-5140.0pp | 578.59%-562.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,616 | $6,631-0.2% | $6,247+5.9% | $5,439+21.7% |
| Admin fee / account holder | $16,393 | $10,906+50.3% | $9,244+77.3% | $10,886+50.6% |