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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 | $146,628 | $177,353-17.3% | $158,226-7.3% | $198,609-26.2% |
| Participation rate | 41.2% | 77.0%-35.8pp | 74.8%-33.7pp | 82.4%-41.2pp |
| Annual return | 6.44% | 599.50%-593.1pp | 501.41%-495.0pp | 202.70%-196.3pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $2,986-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,229 | $4,615-73.4% | $4,317-71.5% | $6,977-82.4% |
| Admin fee / account holder | $91,769 | $10,960+737.3% | $10,217+798.2% | $19,030+382.2% |