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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 | $50,959 | $150,447-66.1% | $136,298-62.6% | $147,586-65.5% |
| Participation rate | 64.3% | 84.4%-20.1pp | 81.9%-17.6pp | 82.8%-18.5pp |
| Annual return | 20.31% | 1049.15%-1028.8pp | 5156.27%-5136.0pp | 578.59%-558.3pp |
| Employer contribution / active EE | $1,550 | $5,256-70.5% | $4,696-67.0% | $4,876-68.2% |
| Participant deferral / active EE | $3,119 | $6,631-53.0% | $6,247-50.1% | $5,439-42.6% |
| Admin fee / account holder | $1,274 | $10,906-88.3% | $9,244-86.2% | $10,886-88.3% |