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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 | $74,975 | $156,970-52.2% | $121,210-38.1% | $139,487-46.2% |
| Participation rate | 25.0% | 76.5%-51.5pp | 69.5%-44.5pp | 80.3%-55.3pp |
| Annual return | 25.09% | 1477.10%-1452.0pp | 987.41%-962.3pp | 373.84%-348.8pp |
| Employer contribution / active EE | $600 | $5,546-89.2% | $4,171-85.6% | $4,755-87.4% |
| Participant deferral / active EE | $0 | $4,849-100.0% | $4,084-100.0% | $6,713-100.0% |
| Admin fee / account holder | $999 | $6,947-85.6% | $5,647-82.3% | $11,407-91.2% |