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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 | $54,791 | $90,607-39.5% | $79,467-31.1% | $135,380-59.5% |
| Participation rate | 63.2% | 76.0%-12.9pp | 73.3%-10.2pp | 82.6%-19.5pp |
| Annual return | 4.80% | 977.74%-972.9pp | 718.30%-713.5pp | 519.81%-515.0pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,831 | $4,050-54.8% | $3,704-50.6% | $5,609-67.4% |
| Admin fee / account holder | $7,260 | $5,895+23.2% | $5,104+42.2% | $10,828-33.0% |