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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 | $17,576 | $46,534-62.2% | $64,097-72.6% | $75,177-76.6% |
| Participation rate | 38.7% | 65.9%-27.2pp | 72.3%-33.6pp | 67.2%-28.5pp |
| Annual return | 191.52% | 26.07%+165.5pp | 33.75%+157.8pp | 160.75%+30.8pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,696 | $2,835-40.2% | $3,881-56.3% | $4,126-58.9% |
| Admin fee / account holder | $301 | $2,957-89.8% | $3,070-90.2% | $5,651-94.7% |