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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 | $35,217 | $75,832-53.6% | $147,617-76.1% | $59,633-40.9% |
| Participation rate | 24.0% | 71.6%-47.6pp | 84.6%-60.6pp | 68.7%-44.7pp |
| Annual return | 13.98% | 0.37%+13.6pp | 61.98%-48.0pp | 2041.45%-2027.5pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,146 | $3,131-31.5% | $4,895-56.2% | $3,192-32.8% |
| Admin fee / account holder | $22,771 | $5,986+280.4% | $11,612+96.1% | $4,297+429.9% |