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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 | $100,139-37.1% | $85,187-26.1% | $145,884-56.9% |
| Participation rate | 16.7% | 74.1%-57.4pp | 67.5%-50.9pp | 80.3%-63.6pp |
| Annual return | 14.26% | 84.15%-69.9pp | 66.67%-52.4pp | 551.85%-537.6pp |
| Employer contribution / active EE | $4,778 | $3,238+47.5% | $2,732+74.8% | $4,662+2.5% |
| Participant deferral / active EE | $0 | $5,296-100.0% | $4,525-100.0% | $6,690-100.0% |
| Admin fee / account holder | $484,302 | $7,262+6568.9% | $6,162+7759.7% | $13,392+3516.4% |