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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 | $28,080 | $85,169-67.0% | $172,755-83.7% | $72,983-61.5% |
| Participation rate | 12.5% | 70.1%-57.6pp | 82.6%-70.1pp | 69.5%-57.0pp |
| Annual return | 24.10% | 27.32%-3.2pp | 802.94%-778.8pp | 81.01%-56.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,221 | $3,260-31.9% | $5,198-57.3% | $3,608-38.4% |
| Admin fee / account holder | $25,126 | $5,880+327.3% | $13,955+80.1% | $5,124+390.4% |