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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 | $11,674 | $149,040-92.2% | $120,225-90.3% | $137,256-91.5% |
| Participation rate | 40.0% | 75.4%-35.4pp | 69.6%-29.6pp | 80.0%-40.0pp |
| Annual return | 18.14% | 605.68%-587.5pp | 439.23%-421.1pp | 220.34%-202.2pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $997 | $4,655-78.6% | $3,999-75.1% | $6,407-84.4% |
| Admin fee / account holder | $462 | $6,348-92.7% | $5,696-91.9% | $12,270-96.2% |