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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 | $91,321 | $99,011-7.8% | $86,582+5.5% | $147,586-38.1% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 11.46% | 1312.75%-1301.3pp | 965.08%-953.6pp | 578.59%-567.1pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,101 | $3,972-72.3% | $3,609-69.5% | $5,439-79.8% |
| Admin fee / account holder | $1,250 | $5,709-78.1% | $4,904-74.5% | $10,886-88.5% |