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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 | $26,602 | $65,555-59.4% | $86,216-69.1% | $75,173-64.6% |
| Participation rate | 51.1% | 60.5%-9.3pp | 69.0%-17.8pp | 67.2%-16.1pp |
| Annual return | 16.81% | 46.07%-29.3pp | 1169.42%-1152.6pp | 160.72%-143.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,664 | $3,023-45.0% | $3,986-58.3% | $4,126-59.7% |
| Admin fee / account holder | $3,416 | $5,469-37.5% | $6,853-50.2% | $5,651-39.6% |