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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 | $100,139-90.1% | $85,187-88.3% | $145,884-93.2% |
| Participation rate | 55.6% | 74.1%-18.5pp | 67.5%-12.0pp | 80.3%-24.7pp |
| Annual return | 142.89% | 84.15%+58.7pp | 66.67%+76.2pp | 551.85%-409.0pp |
| Employer contribution / active EE | $9,852 | $3,238+204.3% | $2,732+260.6% | $4,662+111.3% |
| Participant deferral / active EE | $0 | $5,296-100.0% | $4,525-100.0% | $6,690-100.0% |
| Admin fee / account holder | $518 | $7,262-92.9% | $6,162-91.6% | $13,392-96.1% |