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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 | $132,911 | $169,356-21.5% | $129,406+2.7% | $145,897-8.9% |
| Participation rate | 28.6% | 76.5%-47.9pp | 69.6%-41.1pp | 80.3%-51.7pp |
| Annual return | 8.34% | 14418.62%-14410.3pp | 9468.18%-9459.8pp | 552.29%-544.0pp |
| Employer contribution / active EE | $573 | $5,542-89.7% | $4,155-86.2% | $4,663-87.7% |
| Participant deferral / active EE | $1,676 | $4,987-66.4% | $4,167-59.8% | $6,689-74.9% |
| Admin fee / account holder | $533,138 | $9,915+5277.0% | $7,689+6834.0% | $13,390+3881.5% |