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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 | $10,507 | $114,093-90.8% | $96,171-89.1% | $167,536-93.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 68.4%-18.4pp | 82.1%-32.1pp |
| Annual return | 15.48% | 190.00%-174.5pp | 192.04%-176.6pp | 478.82%-463.3pp |
| Employer contribution / active EE | $498 | $3,429-85.5% | $2,799-82.2% | $4,839-89.7% |
| Participant deferral / active EE | $1,088 | $5,197-79.1% | $4,350-75.0% | $6,342-82.9% |
| Admin fee / account holder | $521 | $6,899-92.5% | $5,538-90.6% | $12,315-95.8% |