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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 | $31,805 | $80,812-60.6% | $160,784-80.2% | $82,448-61.4% |
| Participation rate | 43.3% | 66.2%-22.9pp | 77.0%-33.6pp | 68.1%-24.7pp |
| Annual return | 15.10% | 100.59%-85.5pp | 1803.92%-1788.8pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,517 | $4,335-65.0% | $6,293-75.9% | $4,139-63.4% |
| Admin fee / account holder | $12,027 | $7,695+56.3% | $9,717+23.8% | $7,234+66.3% |