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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 | $52,142 | $183,988-71.7% | $162,177-67.8% | $152,897-65.9% |
| Participation rate | 42.9% | 88.5%-45.6pp | 87.6%-44.7pp | 82.5%-39.6pp |
| Annual return | 20.79% | 150.79%-130.0pp | 115.60%-94.8pp | 345.43%-324.6pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,619 | $8,032-42.5% | $7,297-36.7% | $5,851-21.1% |
| Admin fee / account holder | $66,843 | $13,123+409.4% | $10,843+516.4% | $11,599+476.3% |