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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 | $86,989 | $106,008-17.9% | $92,240-5.7% | $147,586-41.1% |
| Participation rate | 46.2% | 80.4%-34.3pp | 76.5%-30.3pp | 82.8%-36.7pp |
| Annual return | 17.41% | 50.05%-32.6pp | 176.29%-158.9pp | 578.59%-561.2pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,262 | $4,478-71.8% | $3,897-67.6% | $5,439-76.8% |
| Admin fee / account holder | $14,255 | $6,333+125.1% | $5,194+174.4% | $10,886+30.9% |