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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 | $50,902-39.4% | $155,534-80.2% | $77,736-60.3% |
| Participation rate | 18.6% | 63.1%-44.5pp | 78.2%-59.6pp | 70.6%-52.0pp |
| Annual return | 16.80% | 34.85%-18.0pp | 64.92%-48.1pp | 31.26%-14.5pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,354 | $2,824-52.1% | $5,630-76.0% | $4,651-70.9% |
| Admin fee / account holder | $1,465 | $437+235.3% | $15,900-90.8% | $433+238.1% |