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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 | $74,626 | $150,447-50.4% | $136,298-45.2% | $147,586-49.4% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 15.46% | 1049.15%-1033.7pp | 5156.27%-5140.8pp | 578.59%-563.1pp |
| Employer contribution / active EE | $1,602 | $5,256-69.5% | $4,696-65.9% | $4,876-67.1% |
| Participant deferral / active EE | $3,167 | $6,631-52.2% | $6,247-49.3% | $5,439-41.8% |
| Admin fee / account holder | $22,205 | $10,906+103.6% | $9,244+140.2% | $10,886+104.0% |