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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 | $58,431 | $76,368-23.5% | $67,681-13.7% | $154,746-62.2% |
| Participation rate | 35.3% | 79.0%-43.7pp | 73.7%-38.4pp | 80.7%-45.4pp |
| Annual return | 20.00% | 1066.77%-1046.8pp | 590.58%-570.6pp | 172.34%-152.3pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,569 | $4,824+36.2% | $3,976+65.2% | $6,730-2.4% |
| Admin fee / account holder | $5,215 | $8,559-39.1% | $6,100-14.5% | $14,365-63.7% |