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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 | $23,990 | $60,349-60.2% | $74,184-67.7% | $62,881-61.8% |
| Participation rate | 50.9% | 72.7%-21.9pp | 76.6%-25.7pp | 69.3%-18.4pp |
| Annual return | 231.05% | 21.38%+209.7pp | 17.74%+213.3pp | 20.14%+210.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,569 | $2,856+95.0% | $3,550+56.9% | $3,203+73.9% |
| Admin fee / account holder | $434 | $4,261-89.8% | $5,586-92.2% | $4,296-89.9% |