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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 | $169,336-46.7% | $129,384-30.2% | $145,884-38.1% |
| Participation rate | 20.0% | 76.5%-56.5pp | 69.6%-49.6pp | 80.3%-60.3pp |
| Annual return | 9.24% | 14408.70%-14399.5pp | 9461.77%-9452.5pp | 551.85%-542.6pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,193 | $4,985-35.9% | $4,166-23.3% | $6,690-52.3% |
| Admin fee / account holder | $10,233 | $9,912+3.2% | $7,686+33.1% | $13,392-23.6% |