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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 | $61,073 | $88,815-31.2% | $81,882-25.4% | $145,897-58.1% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 13.93% | 1033.75%-1019.8pp | 779.47%-765.5pp | 552.29%-538.4pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,500 | $4,647-3.2% | $4,323+4.1% | $6,689-32.7% |
| Admin fee / account holder | $10,861 | $8,434+28.8% | $7,360+47.6% | $13,390-18.9% |