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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 | $47,306 | $88,815-46.7% | $81,882-42.2% | $145,897-67.6% |
| Participation rate | 64.3% | 75.1%-10.8pp | 72.4%-8.1pp | 80.3%-16.0pp |
| Annual return | 11.91% | 1033.75%-1021.8pp | 779.47%-767.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,589 | $4,647-65.8% | $4,323-63.2% | $6,689-76.2% |
| Admin fee / account holder | $934 | $8,434-88.9% | $7,360-87.3% | $13,390-93.0% |