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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 | $65,746 | $234,190-71.9% | $180,320-63.5% | $198,609-66.9% |
| Participation rate | 22.7% | 77.1%-54.4pp | 71.5%-48.8pp | 82.4%-59.7pp |
| Annual return | 6.57% | 1057.44%-1050.9pp | 778.54%-772.0pp | 202.70%-196.1pp |
| Employer contribution / active EE | $415 | $5,258-92.1% | $4,108-89.9% | $5,055-91.8% |
| Participant deferral / active EE | $1,317 | $4,988-73.6% | $4,304-69.4% | $6,977-81.1% |
| Admin fee / account holder | $16,676 | $12,558+32.8% | $10,000+66.8% | $19,030-12.4% |