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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 | $61,327 | $100,938-39.2% | $90,461-32.2% | $158,982-61.4% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 8.80% | 1727.20%-1718.4pp | 1294.76%-1286.0pp | 302.99%-294.2pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,525 | $4,350+50.0% | $3,964+64.6% | $5,983+9.0% |
| Admin fee / account holder | $4,259 | $6,510-34.6% | $5,617-24.2% | $11,252-62.1% |