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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 | $43,759 | $88,778-50.7% | $81,844-46.5% | $145,884-70.0% |
| Participation rate | 55.6% | 75.1%-19.5pp | 72.4%-16.8pp | 80.3%-24.7pp |
| Annual return | 10.69% | 1033.03%-1022.3pp | 778.87%-768.2pp | 551.85%-541.2pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,118 | $4,648-32.9% | $4,323-27.9% | $6,690-53.4% |
| Admin fee / account holder | $7,578 | $8,430-10.1% | $7,355+3.0% | $13,392-43.4% |