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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 | $12,029 | $48,314-75.1% | $67,561-82.2% | $80,925-85.1% |
| Participation rate | 43.6% | 66.4%-22.8pp | 72.9%-29.3pp | 67.7%-24.0pp |
| Annual return | 15.97% | 18.28%-2.3pp | 3525.44%-3509.5pp | 35.65%-19.7pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,879 | $2,927-35.8% | $4,003-53.0% | $4,299-56.3% |
| Admin fee / account holder | $744 | $3,690-79.8% | $4,006-81.4% | $6,940-89.3% |