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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 | $40,529 | $88,778-54.3% | $81,844-50.5% | $145,884-72.2% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 51.12% | 1033.03%-981.9pp | 778.87%-727.8pp | 551.85%-500.7pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,536 | $4,648-23.9% | $4,323-18.2% | $6,690-47.1% |
| Admin fee / account holder | $1,450 | $8,430-82.8% | $7,355-80.3% | $13,392-89.2% |