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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 | $55,396 | $58,726-5.7% | $142,898-61.2% | $85,851-35.5% |
| Participation rate | 15.1% | 58.5%-43.4pp | 72.0%-56.9pp | 69.3%-54.2pp |
| Annual return | 13.47% | 27.73%-14.3pp | 5639.64%-5626.2pp | 318.63%-305.2pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,131 | $2,609-56.6% | $3,838-70.5% | $3,952-71.4% |
| Admin fee / account holder | $5,797 | $4,234+36.9% | $6,560-11.6% | $6,261-7.4% |