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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 | $9,957 | $100,073-90.1% | $85,126-88.3% | $145,877-93.2% |
| Participation rate | 55.6% | 74.1%-18.5pp | 67.5%-12.0pp | 80.3%-24.7pp |
| Annual return | 142.89% | 84.11%+58.8pp | 66.63%+76.3pp | 551.28%-408.4pp |
| Employer contribution / active EE | $9,852 | $3,236+204.4% | $2,731+260.7% | $4,663+111.3% |
| Participant deferral / active EE | $0 | $5,294-100.0% | $4,523-100.0% | $6,691-100.0% |
| Admin fee / account holder | $518 | $7,261-92.9% | $6,160-91.6% | $13,402-96.1% |