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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 | $99,673 | $84,697+17.7% | $73,845+35.0% | $125,393-20.5% |
| Participation rate | 16.7% | 76.8%-60.1pp | 73.4%-56.8pp | 83.2%-66.5pp |
| Annual return | 0.06% | 3123.66%-3123.6pp | 2267.91%-2267.8pp | 282.23%-282.2pp |
| Employer contribution / active EE | $3,330 | $3,123+6.6% | $2,788+19.4% | $4,866-31.6% |
| Participant deferral / active EE | $13,621 | $3,993+241.2% | $3,583+280.1% | $5,351+154.5% |
| Admin fee / account holder | $1,230 | $5,692-78.4% | $4,881-74.8% | $9,541-87.1% |