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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 | $50,820-39.3% | $155,567-80.2% | $77,671-60.3% |
| Participation rate | 18.6% | 63.1%-44.5pp | 78.2%-59.6pp | 70.6%-52.0pp |
| Annual return | 16.80% | 34.85%-18.0pp | 64.74%-47.9pp | 31.21%-14.4pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,354 | $2,823-52.0% | $5,628-75.9% | $4,648-70.9% |
| Admin fee / account holder | $1,465 | $436+236.1% | $15,916-90.8% | $430+240.4% |