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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 | $22,798 | $36,002-36.7% | $161,489-85.9% | $64,728-64.8% |
| Participation rate | 17.2% | 57.4%-40.2pp | 78.7%-61.5pp | 57.9%-40.7pp |
| Annual return | 16.30% | 33.93%-17.6pp | 89.72%-73.4pp | 49.38%-33.1pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $4,268-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $774 | $1,815-57.4% | $5,630-86.3% | $2,729-71.7% |
| Admin fee / account holder | $2,881 | $931+209.6% | $16,006-82.0% | $1,145+151.6% |