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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 | $167,477 | $176,688-5.2% | $130,660+28.2% | $152,909+9.5% |
| Participation rate | 44.4% | 79.0%-34.5pp | 71.7%-27.3pp | 82.5%-38.0pp |
| Annual return | 18.45% | 2693.08%-2674.6pp | 1709.29%-1690.8pp | 345.46%-327.0pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,681 | $4,362+99.0% | $3,603+140.9% | $5,851+48.4% |
| Admin fee / account holder | $311 | $7,131-95.6% | $5,463-94.3% | $11,601-97.3% |