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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 | $58,431 | $68,097-14.2% | $62,929-7.1% | $137,256-57.4% |
| Participation rate | 35.3% | 77.4%-42.1pp | 73.1%-37.8pp | 80.0%-44.7pp |
| Annual return | 20.00% | 1859.11%-1839.1pp | 1063.93%-1043.9pp | 220.34%-200.3pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,569 | $4,553+44.3% | $3,888+68.9% | $6,407+2.5% |
| Admin fee / account holder | $5,215 | $6,521-20.0% | $5,065+3.0% | $12,270-57.5% |