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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 | $10,818 | $100,073-89.2% | $85,126-87.3% | $145,877-92.6% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 10.34% | 84.11%-73.8pp | 66.63%-56.3pp | 551.28%-540.9pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,453 | $5,294-72.6% | $4,523-67.9% | $6,691-78.3% |
| Admin fee / account holder | $480 | $7,261-93.4% | $6,160-92.2% | $13,402-96.4% |