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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 | $167,030-91.0% | $135,768-88.9% | $155,188-90.3% |
| Participation rate | 66.7% | 76.2%-9.5pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 15.37% | 678.39%-663.0pp | 526.10%-510.7pp | 148.84%-133.5pp |
| Employer contribution / active EE | $1 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,673 | $4,528-18.9% | $3,977-7.6% | $6,531-43.8% |
| Admin fee / account holder | $2,356 | $8,172-71.2% | $7,048-66.6% | $14,480-83.7% |