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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 | $88,484 | $234,190-62.2% | $180,320-50.9% | $198,609-55.4% |
| Participation rate | 60.0% | 77.1%-17.1pp | 71.5%-11.5pp | 82.4%-22.4pp |
| Annual return | 12.04% | 1057.44%-1045.4pp | 778.54%-766.5pp | 202.70%-190.7pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,321 | $4,988+46.8% | $4,304+70.1% | $6,977+4.9% |
| Admin fee / account holder | $22,947 | $12,558+82.7% | $10,000+129.5% | $19,030+20.6% |