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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 | $75,111 | $88,710-15.3% | $81,783-8.2% | $145,959-48.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 11.98% | 1027.26%-1015.3pp | 775.05%-763.1pp | 561.95%-550.0pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,944 | $4,645-15.1% | $4,320-8.7% | $6,689-41.0% |
| Admin fee / account holder | $1,470 | $8,407-82.5% | $7,380-80.1% | $13,398-89.0% |