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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 | $27,970 | $43,496-35.7% | $161,489-82.7% | $64,340-56.5% |
| Participation rate | 27.7% | 53.5%-25.8pp | 78.7%-51.0pp | 55.2%-27.5pp |
| Annual return | 25.48% | 20.76%+4.7pp | 89.72%-64.2pp | 24.14%+1.3pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $904 | $1,996-54.7% | $5,630-83.9% | $2,980-69.7% |
| Admin fee / account holder | $1,903 | $2,330-18.3% | $16,006-88.1% | $3,703-48.6% |