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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 | $89,611 | $100,938-11.2% | $90,461-0.9% | $158,982-43.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 47.43% | 1727.20%-1679.8pp | 1294.76%-1247.3pp | 302.99%-255.6pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,413 | $4,350-21.5% | $3,964-13.9% | $5,983-43.0% |
| Admin fee / account holder | $6,252 | $6,510-4.0% | $5,617+11.3% | $11,252-44.4% |