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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 | $5,934 | $70,121-91.5% | $63,803-90.7% | $138,895-95.7% |
| Participation rate | 45.5% | 77.2%-31.8pp | 72.7%-27.2pp | 79.9%-34.5pp |
| Annual return | 12.64% | 946.48%-933.8pp | 543.72%-531.1pp | 145.39%-132.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,308 | $4,535-71.2% | $3,843-66.0% | $6,396-79.5% |
| Admin fee / account holder | $2,930 | $6,738-56.5% | $5,196-43.6% | $12,562-76.7% |