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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 | $83,438 | $150,447-44.5% | $136,298-38.8% | $147,586-43.5% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 13.33% | 1049.15%-1035.8pp | 5156.27%-5142.9pp | 578.59%-565.3pp |
| Employer contribution / active EE | $1,401 | $5,256-73.4% | $4,696-70.2% | $4,876-71.3% |
| Participant deferral / active EE | $4,196 | $6,631-36.7% | $6,247-32.8% | $5,439-22.8% |
| Admin fee / account holder | $15,956 | $10,906+46.3% | $9,244+72.6% | $10,886+46.6% |