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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 | $80,750 | $99,011-18.4% | $86,582-6.7% | $147,586-45.3% |
| Participation rate | 68.8% | 76.3%-7.6pp | 73.5%-4.8pp | 82.8%-14.1pp |
| Annual return | 11.06% | 1312.75%-1301.7pp | 965.08%-954.0pp | 578.59%-567.5pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,072 | $3,972+52.9% | $3,609+68.3% | $5,439+11.6% |
| Admin fee / account holder | $17,392 | $5,709+204.6% | $4,904+254.6% | $10,886+59.8% |