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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 | $76,368+46.9% | $67,681+65.8% | $154,746-27.5% |
| Participation rate | 60.0% | 79.0%-19.0pp | 73.7%-13.7pp | 80.7%-20.7pp |
| Annual return | 13.81% | 1066.77%-1053.0pp | 590.58%-576.8pp | 172.34%-158.5pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,964 | $4,824+2.9% | $3,976+24.9% | $6,730-26.2% |
| Admin fee / account holder | $7,675 | $8,559-10.3% | $6,100+25.8% | $14,365-46.6% |