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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 | $75,362 | $150,447-49.9% | $136,298-44.7% | $147,586-48.9% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 15.96% | 1049.15%-1033.2pp | 5156.27%-5140.3pp | 578.59%-562.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,458 | $6,631-62.9% | $6,247-60.7% | $5,439-54.8% |
| Admin fee / account holder | $20,613 | $10,906+89.0% | $9,244+123.0% | $10,886+89.4% |