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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 | $15,365 | $69,252-77.8% | $64,099-76.0% | $139,456-89.0% |
| Participation rate | 33.3% | 75.6%-42.3pp | 72.3%-39.0pp | 80.3%-47.0pp |
| Annual return | 10.90% | 45.89%-35.0pp | 33.70%-22.8pp | 373.45%-362.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,748-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $958 | $4,683-79.5% | $3,881-75.3% | $6,711-85.7% |
| Admin fee / account holder | $11,011 | $4,248+159.2% | $3,070+258.6% | $11,407-3.5% |