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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 | $51,642-45.4% | $129,384-78.2% | $80,935-65.2% |
| Participation rate | 19.6% | 56.9%-37.3pp | 69.6%-50.0pp | 67.7%-48.0pp |
| Annual return | 19.89% | 20.78%-0.9pp | 9461.77%-9441.9pp | 35.66%-15.8pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,400 | $2,670-47.5% | $4,166-66.4% | $4,299-67.4% |
| Admin fee / account holder | $4,967 | $4,312+15.2% | $7,686-35.4% | $6,924-28.3% |