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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 | $58,552 | $45,031+30.0% | $85,009-31.1% | $77,671-24.6% |
| Participation rate | 13.0% | 48.7%-35.7pp | 67.5%-54.5pp | 70.6%-57.6pp |
| Annual return | 11.91% | 79.22%-67.3pp | 66.47%-54.6pp | 31.21%-19.3pp |
| Employer contribution / active EE | $0 | $1,609-100.0% | $2,728-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,296 | $2,807-53.8% | $4,522-71.3% | $4,648-72.1% |
| Admin fee / account holder | $4,445 | $912+387.5% | $6,153-27.8% | $430+932.7% |