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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 | $89,544 | $102,635-12.8% | $86,209+3.9% | $139,456-35.8% |
| Participation rate | 69.2% | 74.5%-5.3pp | 69.0%+0.3pp | 80.3%-11.1pp |
| Annual return | 15.33% | 1923.53%-1908.2pp | 1169.05%-1153.7pp | 373.45%-358.1pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,433 | $4,677-69.4% | $3,986-64.1% | $6,711-78.7% |
| Admin fee / account holder | $3,583 | $8,661-58.6% | $6,853-47.7% | $11,407-68.6% |