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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 | $133,321 | $109,905+21.3% | $98,506+35.3% | $167,553-20.4% |
| Participation rate | 38.1% | 75.8%-37.7pp | 73.3%-35.2pp | 82.1%-44.0pp |
| Annual return | 15.98% | 1960.20%-1944.2pp | 1494.92%-1478.9pp | 478.89%-462.9pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,392 | $4,674+15.4% | $4,277+26.1% | $6,343-15.0% |
| Admin fee / account holder | $12,875 | $6,760+90.5% | $5,955+116.2% | $12,316+4.5% |