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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 | $86,295 | $156,963-45.0% | $121,204-28.8% | $139,466-38.1% |
| Participation rate | 22.2% | 76.5%-54.2pp | 69.5%-47.3pp | 80.3%-58.1pp |
| Annual return | 20.25% | 1476.75%-1456.5pp | 987.18%-966.9pp | 373.66%-353.4pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,715 | $4,848+17.9% | $4,083+40.0% | $6,712-14.9% |
| Admin fee / account holder | $877 | $6,953-87.4% | $5,651-84.5% | $11,409-92.3% |