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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 | $13,204 | $88,778-85.1% | $81,844-83.9% | $145,884-90.9% |
| Participation rate | 63.6% | 75.1%-11.4pp | 72.4%-8.7pp | 80.3%-16.7pp |
| Annual return | 11.86% | 1033.03%-1021.2pp | 778.87%-767.0pp | 551.85%-540.0pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,534 | $4,648-24.0% | $4,323-18.3% | $6,690-47.2% |
| Admin fee / account holder | $7,343 | $8,430-12.9% | $7,355-0.2% | $13,392-45.2% |