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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 | $48,058 | $156,897-69.4% | $121,147-60.3% | $139,427-65.5% |
| Participation rate | 69.2% | 76.4%-7.2pp | 69.5%-0.3pp | 80.3%-11.1pp |
| Annual return | 11.93% | 1475.10%-1463.2pp | 986.30%-974.4pp | 373.27%-361.3pp |
| Employer contribution / active EE | $0 | $5,539-100.0% | $4,166-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $9,708 | $4,846+100.3% | $4,081+137.9% | $6,711+44.7% |
| Admin fee / account holder | $18,025 | $6,948+159.4% | $5,646+219.2% | $11,404+58.1% |