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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 | $119,338 | $169,356-29.5% | $129,406-7.8% | $145,897-18.2% |
| Participation rate | 12.5% | 76.5%-64.0pp | 69.6%-57.1pp | 80.3%-67.8pp |
| Annual return | 14.80% | 14418.62%-14403.8pp | 9468.18%-9453.4pp | 552.29%-537.5pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,068 | $4,987+1.6% | $4,167+21.6% | $6,689-24.2% |
| Admin fee / account holder | $900 | $9,915-90.9% | $7,689-88.3% | $13,390-93.3% |