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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 | $11,552 | $69,118-83.3% | $53,647-78.5% | $138,895-91.7% |
| Participation rate | 44.4% | 64.0%-19.5pp | 56.3%-11.8pp | 79.9%-35.5pp |
| Annual return | 15.71% | 248.26%-232.6pp | 358.33%-342.6pp | 145.39%-129.7pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,880 | $2,274-17.3% | $1,813+3.7% | $6,396-70.6% |
| Admin fee / account holder | $4,085 | $2,724+50.0% | $2,460+66.1% | $12,562-67.5% |