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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 | $24,419 | $55,446-56.0% | $155,574-84.3% | $74,429-67.2% |
| Participation rate | 28.6% | 61.9%-33.3pp | 78.2%-49.6pp | 67.2%-38.6pp |
| Annual return | 18.81% | 269.20%-250.4pp | 64.87%-46.1pp | 1368.38%-1349.6pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,744 | $2,836-38.5% | $5,629-69.0% | $4,348-59.9% |
| Admin fee / account holder | $5,791 | $1,743+232.3% | $15,914-63.6% | $1,944+197.9% |