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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 | $88,778-33.6% | $81,844-28.0% | $145,884-59.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 11.22% | 1033.03%-1021.8pp | 778.87%-767.7pp | 551.85%-540.6pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,000 | $4,648+136.6% | $4,323+154.4% | $6,690+64.4% |
| Admin fee / account holder | $340 | $8,430-96.0% | $7,355-95.4% | $13,392-97.5% |