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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 | $28,410 | $58,888-51.8% | $178,498-84.1% | $73,493-61.3% |
| Participation rate | 32.0% | 66.2%-34.2pp | 81.9%-49.9pp | 70.7%-38.6pp |
| Annual return | 30.32% | 24.86%+5.5pp | 151.09%-120.8pp | 28.51%+1.8pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,522 | $2,568-40.7% | $5,202-70.7% | $3,740-59.3% |
| Admin fee / account holder | $1,400 | $400+249.6% | $13,985-90.0% | $513+172.8% |