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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 | $169,237-21.5% | $129,339+2.8% | $145,978-9.0% |
| Participation rate | 28.6% | 76.5%-47.9pp | 69.6%-41.1pp | 80.3%-51.7pp |
| Annual return | 8.34% | 14364.43%-14356.1pp | 9437.05%-9428.7pp | 550.52%-542.2pp |
| Employer contribution / active EE | $573 | $5,540-89.7% | $4,154-86.2% | $4,662-87.7% |
| Participant deferral / active EE | $1,676 | $4,991-66.4% | $4,170-59.8% | $6,690-74.9% |
| Admin fee / account holder | $533,138 | $9,882+5295.1% | $7,668+6853.1% | $13,400+3878.5% |