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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 | $111,465 | $169,356-34.2% | $129,406-13.9% | $145,897-23.6% |
| Participation rate | 31.3% | 76.5%-45.3pp | 69.6%-38.4pp | 80.3%-49.1pp |
| Annual return | 13.16% | 14418.62%-14405.5pp | 9468.18%-9455.0pp | 552.29%-539.1pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,305 | $4,987+6.4% | $4,167+27.3% | $6,689-20.7% |
| Admin fee / account holder | $25,891 | $9,915+161.1% | $7,689+236.7% | $13,390+93.4% |