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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 | $69,080 | $106,005-34.8% | $92,239-25.1% | $147,585-53.2% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.5%-43.1pp | 82.8%-49.5pp |
| Annual return | 23.11% | 50.05%-26.9pp | 176.29%-153.2pp | 578.58%-555.5pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,833 | $4,478-59.1% | $3,897-53.0% | $5,439-66.3% |
| Admin fee / account holder | $434 | $6,333-93.1% | $5,194-91.6% | $10,886-96.0% |