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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 | $88,778-12.5% | $81,844-5.1% | $145,884-46.7% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 11.79% | 1033.03%-1021.2pp | 778.87%-767.1pp | 551.85%-540.1pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,362 | $4,648-49.2% | $4,323-45.4% | $6,690-64.7% |
| Admin fee / account holder | $2,237 | $8,430-73.5% | $7,355-69.6% | $13,392-83.3% |