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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 | $8,667 | $52,353-83.4% | $120,225-92.8% | $82,448-89.5% |
| Participation rate | 66.0% | 58.3%+7.7pp | 69.6%-3.6pp | 68.1%-2.1pp |
| Annual return | 17.48% | 61.85%-44.4pp | 439.23%-421.8pp | 41.64%-24.2pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,999 | $2,627-23.9% | $3,999-50.0% | $4,139-51.7% |
| Admin fee / account holder | $719 | $4,363-83.5% | $5,696-87.4% | $7,234-90.1% |