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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 | $110,039-83.3% | $97,260-81.1% | $145,884-87.4% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.3pp | 80.3%-47.0pp |
| Annual return | 10.07% | 244.44%-234.4pp | 75.54%-65.5pp | 551.85%-541.8pp |
| Employer contribution / active EE | $3,580 | $3,074+16.5% | $2,721+31.6% | $4,662-23.2% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,262-100.0% | $6,690-100.0% |
| Admin fee / account holder | $817 | $6,204-86.8% | $5,640-85.5% | $13,392-93.9% |