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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 | $18,411 | $109,967-83.3% | $97,197-81.1% | $145,877-87.4% |
| Participation rate | 33.3% | 76.0%-42.6pp | 72.7%-39.4pp | 80.3%-47.0pp |
| Annual return | 10.07% | 244.27%-234.2pp | 75.47%-65.4pp | 551.28%-541.2pp |
| Employer contribution / active EE | $3,580 | $3,077+16.4% | $2,723+31.5% | $4,663-23.2% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $817 | $6,199-86.8% | $5,637-85.5% | $13,402-93.9% |