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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 | $53,873 | $27,243+97.7% | $52,425+2.8% | $79,634-32.3% |
| Participation rate | 15.6% | 22.4%-6.8pp | 55.6%-40.0pp | 62.5%-46.9pp |
| Annual return | 14.62% | 63.36%-48.7pp | 302.12%-287.5pp | 36.46%-21.8pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $881 | $636+38.7% | $1,790-50.8% | $3,835-77.0% |
| Admin fee / account holder | $2,789 | $2,105+32.5% | $2,495+11.8% | $1,002+178.4% |