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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 | $26,529 | $80,753-67.1% | $136,298-80.5% | $62,293-57.4% |
| Participation rate | 22.7% | 73.5%-50.8pp | 81.9%-59.2pp | 69.5%-46.8pp |
| Annual return | 25.37% | 35.83%-10.5pp | 5156.27%-5130.9pp | 28.90%-3.5pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,744 | $5,164-46.9% | $6,247-56.1% | $3,169-13.4% |
| Admin fee / account holder | $2,637 | $525+401.9% | $9,244-71.5% | $479+450.2% |