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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 | $103,113 | $171,867-40.0% | $149,716-31.1% | $147,585-30.1% |
| Participation rate | 28.6% | 88.2%-59.6pp | 87.1%-58.5pp | 82.8%-54.3pp |
| Annual return | 16.11% | 2113.36%-2097.3pp | 1501.67%-1485.6pp | 578.58%-562.5pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,668 | $7,270-63.3% | $6,568-59.4% | $5,439-50.9% |
| Admin fee / account holder | $2,065 | $13,799-85.0% | $11,282-81.7% | $10,886-81.0% |