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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 | $30,836 | $50,812-39.3% | $155,602-80.2% | $77,692-60.3% |
| Participation rate | 18.6% | 63.1%-44.5pp | 78.2%-59.6pp | 70.6%-52.0pp |
| Annual return | 16.80% | 34.85%-18.1pp | 64.81%-48.0pp | 31.25%-14.5pp |
| Employer contribution / active EE | $0 | $1,989-100.0% | $4,675-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,354 | $2,822-52.0% | $5,629-76.0% | $4,648-70.9% |
| Admin fee / account holder | $1,465 | $436+236.0% | $15,923-90.8% | $431+240.3% |