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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 | $10,614 | $88,710-88.0% | $81,783-87.0% | $145,959-92.7% |
| Participation rate | 14.3% | 75.0%-60.8pp | 72.4%-58.1pp | 80.3%-66.0pp |
| Annual return | 29.64% | 1027.26%-997.6pp | 775.05%-745.4pp | 561.95%-532.3pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,218 | $4,645-73.8% | $4,320-71.8% | $6,689-81.8% |
| Admin fee / account holder | $437 | $8,407-94.8% | $7,380-94.1% | $13,398-96.7% |