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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 | $7,003 | $69,118-89.9% | $53,647-86.9% | $138,895-95.0% |
| Participation rate | 45.5% | 64.0%-18.5pp | 56.3%-10.8pp | 79.9%-34.5pp |
| Annual return | 12.18% | 248.26%-236.1pp | 358.33%-346.2pp | 145.39%-133.2pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $388 | $2,274-82.9% | $1,813-78.6% | $6,396-93.9% |
| Admin fee / account holder | $4,024 | $2,724+47.7% | $2,460+63.6% | $12,562-68.0% |