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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 | $62,939 | $99,995-37.1% | $85,063-26.0% | $145,978-56.9% |
| Participation rate | 16.7% | 74.1%-57.4pp | 67.5%-50.8pp | 80.3%-63.6pp |
| Annual return | 14.26% | 83.99%-69.7pp | 66.54%-52.3pp | 550.52%-536.3pp |
| Employer contribution / active EE | $4,778 | $3,231+47.9% | $2,727+75.2% | $4,662+2.5% |
| Participant deferral / active EE | $0 | $5,295-100.0% | $4,523-100.0% | $6,690-100.0% |
| Admin fee / account holder | $484,302 | $7,255+6575.6% | $6,155+7768.4% | $13,400+3514.1% |