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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 | $10,020 | $102,595-90.2% | $94,057-89.3% | $154,746-93.5% |
| Participation rate | 37.5% | 76.0%-38.5pp | 73.3%-35.8pp | 80.7%-43.2pp |
| Annual return | 17.06% | 583.42%-566.4pp | 480.62%-463.6pp | 172.34%-155.3pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,250 | $5,118-75.6% | $4,709-73.5% | $6,730-81.4% |
| Admin fee / account holder | $508 | $7,736-93.4% | $7,244-93.0% | $14,365-96.5% |