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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 | $80,509 | $176,688-54.4% | $130,660-38.4% | $152,909-47.3% |
| Participation rate | 66.7% | 79.0%-12.3pp | 71.7%-5.1pp | 82.5%-15.8pp |
| Annual return | 24.29% | 2693.08%-2668.8pp | 1709.29%-1685.0pp | 345.46%-321.2pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,846 | $4,362+79.9% | $3,603+117.7% | $5,851+34.1% |
| Admin fee / account holder | $576 | $7,131-91.9% | $5,463-89.5% | $11,601-95.0% |