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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 | $130,649 | $103,000+26.8% | $90,300+44.7% | $152,885-14.5% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.5%-49.1pp |
| Annual return | 20.92% | 95.19%-74.3pp | 78.11%-57.2pp | 345.39%-324.5pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,756 | $4,281+57.8% | $3,884+73.9% | $5,851+15.5% |
| Admin fee / account holder | $91,230 | $6,173+1377.8% | $5,353+1604.3% | $11,598+686.6% |