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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 | $13,772 | $73,546-81.3% | $63,018-78.1% | $147,586-90.7% |
| Participation rate | 12.5% | 77.9%-65.4pp | 74.8%-62.3pp | 82.8%-70.3pp |
| Annual return | 54.40% | 175.56%-121.2pp | 87.62%-33.2pp | 578.59%-524.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,625 | $4,185-61.2% | $3,330-51.2% | $5,439-70.1% |
| Admin fee / account holder | $854 | $5,956-85.7% | $3,601-76.3% | $10,886-92.2% |