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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 | $72,131 | $88,778-18.8% | $81,844-11.9% | $145,884-50.6% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 16.13% | 1033.03%-1016.9pp | 778.87%-762.7pp | 551.85%-535.7pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,201 | $4,648-74.2% | $4,323-72.2% | $6,690-82.0% |
| Admin fee / account holder | $45,092 | $8,430+434.9% | $7,355+513.0% | $13,392+236.7% |