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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 | $9,995 | $123,412-91.9% | $69,460-85.6% | $145,978-93.2% |
| Participation rate | 33.3% | 69.2%-35.9pp | 66.4%-33.1pp | 80.3%-47.0pp |
| Annual return | 8.48% | 191.25%-182.8pp | 100.80%-92.3pp | 550.52%-542.0pp |
| Employer contribution / active EE | $0 | $2,684-100.0% | $1,714-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,249 | $4,240-70.5% | $2,890-56.8% | $6,690-81.3% |
| Admin fee / account holder | $4,501 | $7,816-42.4% | $4,695-4.1% | $13,400-66.4% |