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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 | $80,665 | $83,369-3.2% | $105,223-23.3% | $67,986+18.6% |
| Participation rate | 27.9% | 56.3%-28.4pp | 75.0%-47.2pp | 57.2%-29.3pp |
| Annual return | 19.79% | 24.64%-4.9pp | 180.65%-160.9pp | 31.67%-11.9pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,818 | $3,295-44.8% | $5,072-64.1% | $3,358-45.8% |
| Admin fee / account holder | $18,004 | $4,073+342.1% | $8,859+103.2% | $3,203+462.1% |