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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 | $77,709 | $88,710-12.4% | $81,783-5.0% | $145,959-46.8% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.4%-15.2pp | 80.3%-23.1pp |
| Annual return | 11.79% | 1027.26%-1015.5pp | 775.05%-763.3pp | 561.95%-550.2pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,362 | $4,645-49.1% | $4,320-45.3% | $6,689-64.7% |
| Admin fee / account holder | $2,237 | $8,407-73.4% | $7,380-69.7% | $13,398-83.3% |