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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 | $88,815-21.7% | $81,882-15.1% | $145,897-52.3% |
| Participation rate | 58.8% | 75.1%-16.2pp | 72.4%-13.6pp | 80.3%-21.5pp |
| Annual return | 11.30% | 1033.75%-1022.5pp | 779.47%-768.2pp | 552.29%-541.0pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,318 | $4,647-50.1% | $4,323-46.4% | $6,689-65.3% |
| Admin fee / account holder | $2,893 | $8,434-65.7% | $7,360-60.7% | $13,390-78.4% |