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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 | $11,686 | $100,203-88.3% | $85,240-86.3% | $145,897-92.0% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 11.67% | 84.28%-72.6pp | 66.75%-55.1pp | 552.29%-540.6pp |
| Employer contribution / active EE | $14,741 | $3,242+354.7% | $2,735+438.9% | $4,663+216.2% |
| Participant deferral / active EE | $4,041 | $5,299-23.7% | $4,527-10.7% | $6,689-39.6% |
| Admin fee / account holder | $24,548 | $7,265+237.9% | $6,165+298.2% | $13,390+83.3% |