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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 | $80,862 | $100,938-19.9% | $90,461-10.6% | $158,982-49.1% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 9.37% | 1727.20%-1717.8pp | 1294.76%-1285.4pp | 302.99%-293.6pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,323 | $4,350-46.6% | $3,964-41.4% | $5,983-61.2% |
| Admin fee / account holder | $27,418 | $6,510+321.2% | $5,617+388.2% | $11,252+143.7% |