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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 | $25,298 | $61,391-58.8% | $149,723-83.1% | $71,529-64.6% |
| Participation rate | 12.8% | 62.5%-49.7pp | 78.8%-66.0pp | 67.9%-55.1pp |
| Annual return | 71.13% | 35.88%+35.3pp | 134.50%-63.4pp | 28.97%+42.2pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $1,085 | $2,921-62.9% | $5,682-80.9% | $4,291-74.7% |
| Admin fee / account holder | $384 | $1,264-69.6% | $13,215-97.1% | $1,588-75.8% |