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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 | $65,999 | $88,778-25.7% | $81,844-19.4% | $145,884-54.8% |
| Participation rate | 5.0% | 75.1%-70.1pp | 72.4%-67.4pp | 80.3%-75.3pp |
| Annual return | 10.89% | 1033.03%-1022.1pp | 778.87%-768.0pp | 551.85%-541.0pp |
| Employer contribution / active EE | $1,946 | $3,087-37.0% | $2,916-33.3% | $4,662-58.3% |
| Participant deferral / active EE | $6,294 | $4,648+35.4% | $4,323+45.6% | $6,690-5.9% |
| Admin fee / account holder | $3,021 | $8,430-64.2% | $7,355-58.9% | $13,392-77.4% |