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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 | $122,284 | $88,815+37.7% | $81,882+49.3% | $145,897-16.2% |
| Participation rate | 27.3% | 75.1%-47.8pp | 72.4%-45.1pp | 80.3%-53.0pp |
| Annual return | 10.62% | 1033.75%-1023.1pp | 779.47%-768.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,982 | $4,647-14.3% | $4,323-7.9% | $6,689-40.5% |
| Admin fee / account holder | $3,079 | $8,434-63.5% | $7,360-58.2% | $13,390-77.0% |