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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 | $151,226 | $124,175+21.8% | $108,405+39.5% | $167,536-9.7% |
| Participation rate | 69.2% | 82.3%-13.1pp | 80.1%-10.9pp | 82.1%-12.9pp |
| Annual return | 14.00% | 1380.13%-1366.1pp | 905.55%-891.5pp | 478.82%-464.8pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,885 | $6,908-14.8% | $6,563-10.3% | $6,342-7.2% |
| Admin fee / account holder | $1,368 | $9,457-85.5% | $7,297-81.3% | $12,315-88.9% |