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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 | $14,006 | $51,184-72.6% | $66,439-78.9% | $86,983-83.9% |
| Participation rate | 50.7% | 68.5%-17.8pp | 74.5%-23.8pp | 69.5%-18.8pp |
| Annual return | 26.04% | 17.07%+9.0pp | 757.66%-731.6pp | 25.83%+0.2pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,467 | $2,927-15.7% | $3,876-36.4% | $4,194-41.2% |
| Admin fee / account holder | $566 | $4,154-86.4% | $6,173-90.8% | $7,856-92.8% |