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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 | $90,090 | $106,008-15.0% | $92,240-2.3% | $147,586-39.0% |
| Participation rate | 22.7% | 80.4%-57.7pp | 76.5%-53.8pp | 82.8%-60.1pp |
| Annual return | 12.99% | 50.05%-37.1pp | 176.29%-163.3pp | 578.59%-565.6pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,371 | $4,478-69.4% | $3,897-64.8% | $5,439-74.8% |
| Admin fee / account holder | $19,177 | $6,333+202.8% | $5,194+269.2% | $10,886+76.2% |