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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 | $140,833 | $72,403+94.5% | $67,524+108.6% | $145,978-3.5% |
| Participation rate | 22.7% | 76.9%-54.1pp | 72.9%-50.2pp | 80.3%-57.6pp |
| Annual return | 14.81% | 7197.23%-7182.4pp | 3519.41%-3504.6pp | 550.52%-535.7pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,119 | $4,782-55.7% | $4,001-47.1% | $6,690-68.3% |
| Admin fee / account holder | $2,130 | $5,541-61.6% | $4,001-46.8% | $13,400-84.1% |