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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 | $88,754+134.0% | $81,820+153.8% | $145,877+42.4% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 13.11% | 1031.77%-1018.7pp | 777.93%-764.8pp | 551.28%-538.2pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,751 | $4,648+131.3% | $4,323+148.7% | $6,691+60.7% |
| Admin fee / account holder | $5,399 | $8,424-35.9% | $7,391-27.0% | $13,402-59.7% |