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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 | $108,827 | $150,447-27.7% | $136,298-20.2% | $147,586-26.3% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 16.04% | 1049.15%-1033.1pp | 5156.27%-5140.2pp | 578.59%-562.6pp |
| Employer contribution / active EE | $3,096 | $5,256-41.1% | $4,696-34.1% | $4,876-36.5% |
| Participant deferral / active EE | $4,662 | $6,631-29.7% | $6,247-25.4% | $5,439-14.3% |
| Admin fee / account holder | $5,323 | $10,906-51.2% | $9,244-42.4% | $10,886-51.1% |