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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 | $237,980 | $144,130+65.1% | $117,861+101.9% | $147,586+61.2% |
| Participation rate | 20.0% | 83.4%-63.4pp | 79.7%-59.7pp | 82.8%-62.8pp |
| Annual return | 11.10% | 531.20%-520.1pp | 335.11%-324.0pp | 578.59%-567.5pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,315 | $10,887-78.7% | $8,021-71.1% | $10,886-78.7% |