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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 | $99,995-88.3% | $85,063-86.3% | $145,978-92.0% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 11.67% | 83.99%-72.3pp | 66.54%-54.9pp | 550.52%-538.8pp |
| Employer contribution / active EE | $14,741 | $3,231+356.2% | $2,727+440.5% | $4,662+216.2% |
| Participant deferral / active EE | $4,041 | $5,295-23.7% | $4,523-10.7% | $6,690-39.6% |
| Admin fee / account holder | $24,548 | $7,255+238.4% | $6,155+298.8% | $13,400+83.2% |