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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 | $24,728 | $55,437-55.4% | $155,534-84.1% | $74,459-66.8% |
| Participation rate | 22.5% | 61.9%-39.4pp | 78.2%-55.8pp | 67.2%-44.8pp |
| Annual return | 14.51% | 269.58%-255.1pp | 64.92%-50.4pp | 1369.70%-1355.2pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,388 | $2,837-51.1% | $5,630-75.3% | $4,350-68.1% |
| Admin fee / account holder | $4,546 | $1,742+160.9% | $15,900-71.4% | $1,945+133.7% |