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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 | $55,470-56.0% | $155,556-84.3% | $74,478-67.2% |
| Participation rate | 28.6% | 61.9%-33.3pp | 78.2%-49.7pp | 67.2%-38.7pp |
| Annual return | 18.81% | 269.80%-251.0pp | 64.84%-46.0pp | 1370.56%-1351.8pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,744 | $2,838-38.6% | $5,631-69.0% | $4,350-59.9% |
| Admin fee / account holder | $5,791 | $1,744+232.0% | $15,885-63.5% | $1,946+197.6% |