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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 | $22,407 | $70,486-68.2% | $100,535-77.7% | $79,856-71.9% |
| Participation rate | 60.0% | 73.6%-13.6pp | 79.4%-19.4pp | 69.6%-9.6pp |
| Annual return | 75.35% | 21.90%+53.5pp | 30.90%+44.5pp | 31.71%+43.6pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,259 | $5,182+98.0% | $6,271+63.6% | $3,741+174.3% |
| Admin fee / account holder | $1,763 | $4,480-60.6% | $8,085-78.2% | $5,306-66.8% |