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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 | $23,831 | $64,705-63.2% | $62,929-62.1% | $67,986-64.9% |
| Participation rate | 31.3% | 65.6%-34.3pp | 73.1%-41.8pp | 57.2%-25.9pp |
| Annual return | 17.94% | 20.31%-2.4pp | 1063.93%-1046.0pp | 31.67%-13.7pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,599 | $3,198-50.0% | $3,888-58.9% | $3,358-52.4% |
| Admin fee / account holder | $1,809 | $1,428+26.7% | $5,065-64.3% | $3,203-43.5% |