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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 | $75,956 | $102,595-26.0% | $94,057-19.2% | $154,746-50.9% |
| Participation rate | 46.7% | 76.0%-29.3pp | 73.3%-26.7pp | 80.7%-34.0pp |
| Annual return | 13.09% | 583.42%-570.3pp | 480.62%-467.5pp | 172.34%-159.2pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,544 | $5,118-69.8% | $4,709-67.2% | $6,730-77.1% |
| Admin fee / account holder | $15,841 | $7,736+104.8% | $7,244+118.7% | $14,365+10.3% |