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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 | $25,864 | $77,920-66.8% | $149,723-82.7% | $75,177-65.6% |
| Participation rate | 15.6% | 65.6%-50.0pp | 78.8%-63.2pp | 67.2%-51.6pp |
| Annual return | 18.86% | 31.72%-12.9pp | 134.50%-115.6pp | 160.75%-141.9pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,364 | $3,411-60.0% | $5,682-76.0% | $4,126-66.9% |
| Admin fee / account holder | $3,759 | $5,951-36.8% | $13,215-71.6% | $5,651-33.5% |