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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 | $15,033 | $149,040-89.9% | $120,225-87.5% | $137,256-89.0% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 15.37% | 605.68%-590.3pp | 439.23%-423.9pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,673 | $4,655-21.1% | $3,999-8.1% | $6,407-42.7% |
| Admin fee / account holder | $2,356 | $6,348-62.9% | $5,696-58.6% | $12,270-80.8% |