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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 | $29,769 | $46,732-36.3% | $156,551-81.0% | $55,167-46.0% |
| Participation rate | 20.4% | 65.8%-45.4pp | 84.0%-63.6pp | 69.0%-48.6pp |
| Annual return | 42.00% | 17.72%+24.3pp | 32.23%+9.8pp | 169.23%-127.2pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,031 | $2,204-7.9% | $4,871-58.3% | $3,054-33.5% |
| Admin fee / account holder | $2,665 | $418+537.0% | $13,028-79.5% | $504+428.9% |