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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 | $167,030-47.0% | $135,768-34.8% | $155,188-43.0% |
| Participation rate | 60.0% | 76.2%-16.2pp | 71.1%-11.1pp | 80.8%-20.8pp |
| Annual return | 12.04% | 678.39%-666.4pp | 526.10%-514.1pp | 148.84%-136.8pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,321 | $4,528+61.7% | $3,977+84.1% | $6,531+12.1% |
| Admin fee / account holder | $22,947 | $8,172+180.8% | $7,048+225.6% | $14,480+58.5% |