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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 | $122,879 | $202,342-39.3% | $172,753-28.9% | $152,909-19.6% |
| Participation rate | 55.6% | 87.1%-31.5pp | 82.6%-27.1pp | 82.5%-26.9pp |
| Annual return | 23.20% | 1029.88%-1006.7pp | 803.00%-779.8pp | 345.46%-322.3pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,161 | $5,948-30.0% | $5,198-19.9% | $5,851-28.9% |
| Admin fee / account holder | $30,203 | $17,112+76.5% | $13,956+116.4% | $11,601+160.4% |