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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 | $106,824 | $226,105-52.8% | $182,540-41.5% | $152,897-30.1% |
| Participation rate | 16.7% | 82.5%-65.8pp | 78.0%-61.3pp | 82.5%-65.8pp |
| Annual return | 22.43% | 192.58%-170.2pp | 148.58%-126.2pp | 345.43%-323.0pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,856 | $6,370-70.9% | $5,525-66.4% | $5,851-68.3% |
| Admin fee / account holder | $76,018 | $10,706+610.1% | $8,593+784.6% | $11,599+555.4% |