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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 | $190,955 | $88,815+115.0% | $81,882+133.2% | $145,897+30.9% |
| Participation rate | 14.3% | 75.1%-60.8pp | 72.4%-58.1pp | 80.3%-66.0pp |
| Annual return | 22.89% | 1033.75%-1010.9pp | 779.47%-756.6pp | 552.29%-529.4pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,767 | $4,647-62.0% | $4,323-59.1% | $6,689-73.6% |
| Admin fee / account holder | $6,897 | $8,434-18.2% | $7,360-6.3% | $13,390-48.5% |