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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 | $14,876 | $85,171-82.5% | $172,752-91.4% | $72,975-79.6% |
| Participation rate | 16.3% | 70.1%-53.8pp | 82.6%-66.4pp | 69.5%-53.2pp |
| Annual return | 19.82% | 27.32%-7.5pp | 802.97%-783.1pp | 81.01%-61.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,266 | $3,260-61.2% | $5,198-75.6% | $3,608-64.9% |
| Admin fee / account holder | $9,826 | $5,880+67.1% | $13,955-29.6% | $5,124+91.8% |