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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 | $90,497 | $180,459-49.9% | $154,108-41.3% | $135,380-33.2% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -0.25% | 888.21%-888.5pp | 735.21%-735.5pp | 519.81%-520.1pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,903 | $5,806+1.7% | $5,081+16.2% | $5,609+5.2% |
| Admin fee / account holder | $3,992 | $16,145-75.3% | $13,411-70.2% | $10,828-63.1% |