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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 | $112,219 | $68,097+64.8% | $62,929+78.3% | $137,256-18.2% |
| Participation rate | 60.0% | 77.4%-17.4pp | 73.1%-13.1pp | 80.0%-20.0pp |
| Annual return | 13.81% | 1859.11%-1845.3pp | 1063.93%-1050.1pp | 220.34%-206.5pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,964 | $4,553+9.0% | $3,888+27.7% | $6,407-22.5% |
| Admin fee / account holder | $7,675 | $6,521+17.7% | $5,065+51.5% | $12,270-37.4% |