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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 | $180,679 | $137,414+31.5% | $189,537-4.7% | $85,847+110.5% |
| Participation rate | 68.1% | 84.6%-16.5pp | 87.8%-19.7pp | 69.3%-1.2pp |
| Annual return | 15.97% | 38.14%-22.2pp | 555.34%-539.4pp | 318.61%-302.6pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,161-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,895 | $6,260+42.1% | $8,220+8.2% | $3,952+125.1% |
| Admin fee / account holder | $1,046 | $8,630-87.9% | $12,048-91.3% | $6,261-83.3% |