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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 | $207,693 | $88,815+133.8% | $81,882+153.6% | $145,897+42.4% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 13.11% | 1033.75%-1020.6pp | 779.47%-766.4pp | 552.29%-539.2pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,751 | $4,647+131.3% | $4,323+148.7% | $6,689+60.7% |
| Admin fee / account holder | $5,399 | $8,434-36.0% | $7,360-26.6% | $13,390-59.7% |