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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 | $35,672 | $156,927-77.3% | $121,169-70.6% | $139,456-74.4% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 10.67% | 1475.85%-1465.2pp | 986.71%-976.0pp | 373.45%-362.8pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $6,601 | $4,848+36.1% | $4,083+61.7% | $6,711-1.7% |
| Admin fee / account holder | $1,069 | $6,946-84.6% | $5,645-81.1% | $11,407-90.6% |