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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 | $80,6740% | $119,126-32.3% | $64,340+25.4% |
| Participation rate | 27.9% | 55.2%-27.3pp | 75.8%-47.9pp | 55.2%-27.4pp |
| Annual return | 19.79% | 26.86%-7.1pp | 282.11%-262.3pp | 24.14%-4.4pp |
| Employer contribution / active EE | $0 | $2,564-100.0% | $4,034-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,818 | $3,053-40.4% | $5,318-65.8% | $2,980-39.0% |
| Admin fee / account holder | $18,004 | $4,559+294.9% | $10,693+68.4% | $3,703+386.3% |