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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 | $18,440 | $92,766-80.1% | $82,763-77.7% | $134,545-86.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | 121.11% | 946.97%-825.9pp | 702.45%-581.3pp | 418.37%-297.3pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,036 | $4,802-57.6% | $4,395-53.7% | $6,401-68.2% |
| Admin fee / account holder | $2,138 | $5,978-64.2% | $5,325-59.9% | $11,431-81.3% |