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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 | $88,702-31.1% | $81,780-25.3% | $145,978-58.2% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 13.93% | 1029.12%-1015.2pp | 776.27%-762.3pp | 550.52%-536.6pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,500 | $4,645-3.1% | $4,321+4.2% | $6,690-32.7% |
| Admin fee / account holder | $10,861 | $8,414+29.1% | $7,384+47.1% | $13,400-18.9% |