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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 | $88,754-21.6% | $81,820-15.0% | $145,877-52.3% |
| Participation rate | 58.8% | 75.1%-16.3pp | 72.4%-13.6pp | 80.3%-21.5pp |
| Annual return | 11.30% | 1031.77%-1020.5pp | 777.93%-766.6pp | 551.28%-540.0pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,318 | $4,648-50.1% | $4,323-46.4% | $6,691-65.3% |
| Admin fee / account holder | $2,893 | $8,424-65.7% | $7,391-60.9% | $13,402-78.4% |