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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 | $84,045 | $99,031-15.1% | $86,597-2.9% | $147,585-43.1% |
| Participation rate | 12.5% | 76.3%-63.8pp | 73.5%-61.0pp | 82.8%-70.3pp |
| Annual return | 18.85% | 1312.56%-1293.7pp | 964.96%-946.1pp | 578.57%-559.7pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,046 | $3,972-73.7% | $3,609-71.0% | $5,439-80.8% |
| Admin fee / account holder | $3,636 | $5,711-36.3% | $4,906-25.9% | $10,885-66.6% |