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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 | $64,345 | $185,225-65.3% | $142,898-55.0% | $167,553-61.6% |
| Participation rate | 22.2% | 78.5%-56.3pp | 72.0%-49.7pp | 82.1%-59.9pp |
| Annual return | 13.51% | 8558.12%-8544.6pp | 5639.64%-5626.1pp | 478.89%-465.4pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,670 | $4,496-62.8% | $3,838-56.5% | $6,343-73.7% |
| Admin fee / account holder | $53,465 | $8,032+565.6% | $6,560+715.0% | $12,316+334.1% |