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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 | $88,702-15.3% | $81,780-8.2% | $145,978-48.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 11.98% | 1029.12%-1017.1pp | 776.27%-764.3pp | 550.52%-538.5pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,944 | $4,645-15.1% | $4,321-8.7% | $6,690-41.0% |
| Admin fee / account holder | $1,470 | $8,414-82.5% | $7,384-80.1% | $13,400-89.0% |