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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 | $17,949 | $51,638-65.2% | $129,406-86.1% | $80,959-77.8% |
| Participation rate | 65.6% | 56.9%+8.7pp | 69.6%-4.0pp | 67.7%-2.0pp |
| Annual return | 14.21% | 20.78%-6.6pp | 9468.18%-9454.0pp | 35.67%-21.5pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,303 | $2,670-51.2% | $4,167-68.7% | $4,300-69.7% |
| Admin fee / account holder | $1,982 | $4,313-54.0% | $7,689-74.2% | $6,925-71.4% |