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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 | $17,067 | $44,984-62.1% | $85,009-79.9% | $74,546-77.1% |
| Participation rate | 19.3% | 49.4%-30.1pp | 67.5%-48.2pp | 67.2%-47.9pp |
| Annual return | 21.60% | 26.25%-4.7pp | 66.47%-44.9pp | 1366.03%-1344.4pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $2,728-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,171 | $2,733-57.2% | $4,522-74.1% | $4,347-73.1% |
| Admin fee / account holder | $6,705 | $2,208+203.6% | $6,153+9.0% | $1,944+245.0% |