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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 | $90,322 | $169,361-46.7% | $129,397-30.2% | $145,877-38.1% |
| Participation rate | 20.0% | 76.5%-56.5pp | 69.6%-49.6pp | 80.3%-60.3pp |
| Annual return | 9.24% | 14395.54%-14386.3pp | 9453.98%-9444.7pp | 551.28%-542.0pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,193 | $4,987-36.0% | $4,167-23.4% | $6,691-52.3% |
| Admin fee / account holder | $10,233 | $9,903+3.3% | $7,679+33.3% | $13,402-23.6% |