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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 | $51,606-65.2% | $129,339-86.1% | $80,911-77.8% |
| Participation rate | 65.6% | 57.0%+8.7pp | 69.6%-4.0pp | 67.6%-2.0pp |
| Annual return | 14.21% | 20.76%-6.6pp | 9437.05%-9422.8pp | 35.63%-21.4pp |
| Employer contribution / active EE | $0 | $1,582-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,303 | $2,669-51.2% | $4,170-68.7% | $4,297-69.7% |
| Admin fee / account holder | $1,982 | $4,310-54.0% | $7,668-74.2% | $6,935-71.4% |