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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 | $58,943 | $88,702-33.5% | $81,780-27.9% | $145,978-59.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 11.22% | 1029.12%-1017.9pp | 776.27%-765.1pp | 550.52%-539.3pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,000 | $4,645+136.8% | $4,321+154.6% | $6,690+64.4% |
| Admin fee / account holder | $340 | $8,414-96.0% | $7,384-95.4% | $13,400-97.5% |