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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 | $9,345 | $102,595-90.9% | $94,057-90.1% | $154,746-94.0% |
| Participation rate | 26.3% | 76.0%-49.7pp | 73.3%-47.0pp | 80.7%-54.4pp |
| Annual return | 15.23% | 583.42%-568.2pp | 480.62%-465.4pp | 172.34%-157.1pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,337 | $5,118-73.9% | $4,709-71.6% | $6,730-80.1% |
| Admin fee / account holder | $4,292 | $7,736-44.5% | $7,244-40.8% | $14,365-70.1% |