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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 | $70,719 | $73,421-3.7% | $66,439+6.4% | $155,188-54.4% |
| Participation rate | 50.0% | 79.7%-29.7pp | 74.5%-24.5pp | 80.8%-30.8pp |
| Annual return | 8.59% | 1382.37%-1373.8pp | 757.66%-749.1pp | 148.84%-140.2pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,559 | $4,680-66.7% | $3,876-59.8% | $6,531-76.1% |
| Admin fee / account holder | $3,733 | $8,856-57.8% | $6,173-39.5% | $14,480-74.2% |