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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 | $48,327-75.1% | $67,575-82.2% | $80,935-85.1% |
| Participation rate | 43.6% | 66.4%-22.8pp | 72.9%-29.3pp | 67.7%-24.0pp |
| Annual return | 15.97% | 18.31%-2.3pp | 3528.98%-3513.0pp | 35.66%-19.7pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,879 | $2,927-35.8% | $4,003-53.1% | $4,299-56.3% |
| Admin fee / account holder | $744 | $3,692-79.9% | $3,993-81.4% | $6,924-89.3% |