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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 | $54,033 | $68,097-20.7% | $62,929-14.1% | $137,256-60.6% |
| Participation rate | 56.3% | 77.4%-21.2pp | 73.1%-16.9pp | 80.0%-23.7pp |
| Annual return | 15.37% | 1859.11%-1843.7pp | 1063.93%-1048.6pp | 220.34%-205.0pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,676 | $4,553+24.7% | $3,888+46.0% | $6,407-11.4% |
| Admin fee / account holder | $15,057 | $6,521+130.9% | $5,065+197.3% | $12,270+22.7% |