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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 | $16,750 | $73,518-77.2% | $63,003-73.4% | $147,585-88.7% |
| Participation rate | 16.7% | 77.9%-61.2pp | 74.8%-58.1pp | 82.8%-66.2pp |
| Annual return | 16.89% | 175.46%-158.6pp | 87.59%-70.7pp | 578.57%-561.7pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,150 | $4,183-72.5% | $3,329-65.4% | $5,439-78.8% |
| Admin fee / account holder | $7,256 | $5,952+21.9% | $3,600+101.5% | $10,885-33.3% |