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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 | $16,581 | $84,236-80.3% | $170,435-90.3% | $70,126-76.4% |
| Participation rate | 23.7% | 70.8%-47.1pp | 83.6%-59.9pp | 69.5%-45.8pp |
| Annual return | 28.64% | 23.06%+5.6pp | 205.94%-177.3pp | 73.15%-44.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,260 | $3,086-59.2% | $4,939-74.5% | $3,332-62.2% |
| Admin fee / account holder | $6,861 | $5,698+20.4% | $13,881-50.6% | $4,645+47.7% |