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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 | $52,764 | $166,020-68.2% | $164,866-68.0% | $145,959-63.9% |
| Participation rate | 36.8% | 82.0%-45.2pp | 78.6%-41.8pp | 80.3%-43.4pp |
| Annual return | 1056.12% | 100.08%+956.0pp | 69.97%+986.2pp | 561.95%+494.2pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,417 | $6,961-22.2% | $6,033-10.2% | $6,689-19.0% |
| Admin fee / account holder | $422 | $16,644-97.5% | $12,689-96.7% | $13,398-96.9% |