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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 | $63,418 | $99,011-35.9% | $86,582-26.8% | $147,586-57.0% |
| Participation rate | 68.2% | 76.3%-8.2pp | 73.5%-5.4pp | 82.8%-14.6pp |
| Annual return | 15.04% | 1312.75%-1297.7pp | 965.08%-950.0pp | 578.59%-563.6pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,338 | $3,972-16.0% | $3,609-7.5% | $5,439-38.6% |
| Admin fee / account holder | $1,200 | $5,709-79.0% | $4,904-75.5% | $10,886-89.0% |