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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 | $122,166 | $88,778+37.6% | $81,844+49.3% | $145,884-16.3% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 13.22% | 1033.03%-1019.8pp | 778.87%-765.7pp | 551.85%-538.6pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,378 | $4,648-27.3% | $4,323-21.9% | $6,690-49.5% |
| Admin fee / account holder | $1,195 | $8,430-85.8% | $7,355-83.8% | $13,392-91.1% |