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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 | $12,144 | $88,754-86.3% | $81,820-85.2% | $145,877-91.7% |
| Participation rate | 47.1% | 75.1%-28.0pp | 72.4%-25.3pp | 80.3%-33.2pp |
| Annual return | 10.67% | 1031.77%-1021.1pp | 777.93%-767.3pp | 551.28%-540.6pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,020 | $4,648-35.0% | $4,323-30.1% | $6,691-54.9% |
| Admin fee / account holder | $960 | $8,424-88.6% | $7,391-87.0% | $13,402-92.8% |