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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 | $77,291 | $150,447-48.6% | $136,298-43.3% | $147,586-47.6% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 16.03% | 1049.15%-1033.1pp | 5156.27%-5140.2pp | 578.59%-562.6pp |
| Employer contribution / active EE | $3,162 | $5,256-39.8% | $4,696-32.7% | $4,876-35.1% |
| Participant deferral / active EE | $10,356 | $6,631+56.2% | $6,247+65.8% | $5,439+90.4% |
| Admin fee / account holder | $7,252 | $10,906-33.5% | $9,244-21.6% | $10,886-33.4% |