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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 | $77,812 | $129,217-39.8% | $93,406-16.7% | $158,950-51.0% |
| Participation rate | 40.0% | 71.0%-31.0pp | 66.8%-26.8pp | 82.0%-42.0pp |
| Annual return | 5.11% | 118.21%-113.1pp | 78.05%-72.9pp | 302.91%-297.8pp |
| Employer contribution / active EE | $0 | $2,711-100.0% | $2,075-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,231 | $3,909+8.2% | $3,126+35.4% | $5,983-29.3% |
| Admin fee / account holder | $219,338 | $7,383+2870.9% | $5,230+4094.0% | $11,248+1850.0% |