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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 | $75,381 | $88,702-15.0% | $81,780-7.8% | $145,978-48.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 10.78% | 1029.12%-1018.3pp | 776.27%-765.5pp | 550.52%-539.7pp |
| Employer contribution / active EE | $3,371 | $3,084+9.3% | $2,914+15.7% | $4,662-27.7% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,896 | $8,414-65.6% | $7,384-60.8% | $13,400-78.4% |