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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 | $66,852 | $88,754-24.7% | $81,820-18.3% | $145,877-54.2% |
| Participation rate | 4.2% | 75.1%-70.9pp | 72.4%-68.2pp | 80.3%-76.1pp |
| Annual return | 10.10% | 1031.77%-1021.7pp | 777.93%-767.8pp | 551.28%-541.2pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,625 | $8,424-80.7% | $7,391-78.0% | $13,402-87.9% |