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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 | $29,283 | $107,015-72.6% | $73,545-60.2% | $147,585-80.2% |
| Participation rate | 9.1% | 66.4%-57.3pp | 54.9%-45.8pp | 82.8%-73.7pp |
| Annual return | 17.69% | 38.25%-20.6pp | -15.16%+32.9pp | 578.58%-560.9pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,776 | $2,462-27.8% | $1,806-1.7% | $5,439-67.3% |
| Admin fee / account holder | $6,444 | $3,055+110.9% | $2,320+177.8% | $10,886-40.8% |