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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 | $104,839 | $150,447-30.3% | $136,298-23.1% | $147,586-29.0% |
| Participation rate | 27.8% | 84.4%-56.6pp | 81.9%-54.1pp | 82.8%-55.1pp |
| Annual return | 17.48% | 1049.15%-1031.7pp | 5156.27%-5138.8pp | 578.59%-561.1pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,203 | $6,631-36.6% | $6,247-32.7% | $5,439-22.7% |
| Admin fee / account holder | $9,336 | $10,906-14.4% | $9,244+1.0% | $10,886-14.2% |