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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 | $15,252 | $85,171-82.1% | $172,752-91.2% | $72,975-79.1% |
| Participation rate | 25.0% | 70.1%-45.1pp | 82.6%-57.6pp | 69.5%-44.5pp |
| Annual return | 132.16% | 27.32%+104.8pp | 802.97%-670.8pp | 81.01%+51.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,243 | $3,260-61.9% | $5,198-76.1% | $3,608-65.5% |
| Admin fee / account holder | $492 | $5,880-91.6% | $13,955-96.5% | $5,124-90.4% |