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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 | $169,237-29.5% | $129,339-7.7% | $145,978-18.2% |
| Participation rate | 12.5% | 76.5%-64.0pp | 69.6%-57.1pp | 80.3%-67.8pp |
| Annual return | 14.80% | 14364.43%-14349.6pp | 9437.05%-9422.2pp | 550.52%-535.7pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,154-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,068 | $4,991+1.5% | $4,170+21.5% | $6,690-24.2% |
| Admin fee / account holder | $900 | $9,882-90.9% | $7,668-88.3% | $13,400-93.3% |