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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 | $136,393 | $234,190-41.8% | $180,320-24.4% | $198,609-31.3% |
| Participation rate | 57.1% | 77.1%-20.0pp | 71.5%-14.4pp | 82.4%-25.2pp |
| Annual return | 16.06% | 1057.44%-1041.4pp | 778.54%-762.5pp | 202.70%-186.6pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,871 | $4,988-2.3% | $4,304+13.2% | $6,977-30.2% |
| Admin fee / account holder | $10,605 | $12,558-15.6% | $10,000+6.0% | $19,030-44.3% |