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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 | $49,528 | $104,577-52.6% | $76,667-35.4% | $152,909-67.6% |
| Participation rate | 66.7% | 76.6%-10.0pp | 72.1%-5.4pp | 82.5%-15.8pp |
| Annual return | 16.49% | 1014.36%-997.9pp | 1166.74%-1150.3pp | 345.46%-329.0pp |
| Employer contribution / active EE | $0 | $3,119-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,773 | $4,237-34.6% | $3,336-16.9% | $5,851-52.6% |
| Admin fee / account holder | $386 | $12,290-96.9% | $6,423-94.0% | $11,601-96.7% |