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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 | $66,901 | $88,778-24.6% | $81,844-18.3% | $145,884-54.1% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 22.75% | 1033.03%-1010.3pp | 778.87%-756.1pp | 551.85%-529.1pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,850 | $4,648-38.7% | $4,323-34.1% | $6,690-57.4% |
| Admin fee / account holder | $541 | $8,430-93.6% | $7,355-92.6% | $13,392-96.0% |