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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 | $90,969 | $96,388-5.6% | $80,627+12.8% | $139,466-34.8% |
| Participation rate | 11.8% | 73.6%-61.9pp | 67.0%-55.2pp | 80.3%-68.6pp |
| Annual return | 13.98% | 1352.08%-1338.1pp | 936.76%-922.8pp | 373.66%-359.7pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $5,224-100.0% | $4,443-100.0% | $6,712-100.0% |
| Admin fee / account holder | $797 | $6,603-87.9% | $5,381-85.2% | $11,409-93.0% |