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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 | $69,546 | $88,710-21.6% | $81,783-15.0% | $145,959-52.4% |
| Participation rate | 58.8% | 75.0%-16.2pp | 72.4%-13.5pp | 80.3%-21.5pp |
| Annual return | 11.30% | 1027.26%-1016.0pp | 775.05%-763.8pp | 561.95%-550.7pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,318 | $4,645-50.1% | $4,320-46.3% | $6,689-65.3% |
| Admin fee / account holder | $2,893 | $8,407-65.6% | $7,380-60.8% | $13,398-78.4% |