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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 | $81,434 | $88,815-8.3% | $81,882-0.5% | $145,897-44.2% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 15.20% | 1033.75%-1018.5pp | 779.47%-764.3pp | 552.29%-537.1pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,814 | $4,647+68.1% | $4,323+80.8% | $6,689+16.8% |
| Admin fee / account holder | $453 | $8,434-94.6% | $7,360-93.9% | $13,390-96.6% |