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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 | $100,203-90.1% | $85,240-88.3% | $145,897-93.2% |
| Participation rate | 55.6% | 74.1%-18.5pp | 67.5%-12.0pp | 80.3%-24.8pp |
| Annual return | 142.89% | 84.28%+58.6pp | 66.75%+76.1pp | 552.29%-409.4pp |
| Employer contribution / active EE | $9,852 | $3,242+203.9% | $2,735+260.2% | $4,663+111.3% |
| Participant deferral / active EE | $0 | $5,299-100.0% | $4,527-100.0% | $6,689-100.0% |
| Admin fee / account holder | $518 | $7,265-92.9% | $6,165-91.6% | $13,390-96.1% |