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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 | $147,461 | $107,363+37.3% | $92,909+58.7% | $152,897-3.6% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 22.71% | 145.63%-122.9pp | 109.44%-86.7pp | 345.43%-322.7pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,677 | $4,848-3.5% | $4,238+10.4% | $5,851-20.1% |
| Admin fee / account holder | $12,501 | $7,082+76.5% | $5,795+115.7% | $11,599+7.8% |