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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 | $28,184 | $51,606-45.4% | $129,339-78.2% | $80,911-65.2% |
| Participation rate | 19.6% | 57.0%-37.3pp | 69.6%-50.0pp | 67.6%-48.0pp |
| Annual return | 19.89% | 20.76%-0.9pp | 9437.05%-9417.2pp | 35.63%-15.7pp |
| Employer contribution / active EE | $0 | $1,582-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,400 | $2,669-47.5% | $4,170-66.4% | $4,297-67.4% |
| Admin fee / account holder | $4,967 | $4,310+15.3% | $7,668-35.2% | $6,935-28.4% |