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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 | $144,117 | $135,645+6.2% | $110,243+30.7% | $135,380+6.5% |
| Participation rate | 38.9% | 83.5%-44.6pp | 79.8%-40.9pp | 82.6%-43.8pp |
| Annual return | 12.21% | 513.24%-501.0pp | 314.76%-302.5pp | 519.81%-507.6pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,701 | $5,507-14.6% | $4,672+0.6% | $5,609-16.2% |
| Admin fee / account holder | $1,269 | $11,458-88.9% | $8,548-85.1% | $10,828-88.3% |