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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 | $57,602 | $45,050+27.9% | $63,018-8.6% | $70,126-17.9% |
| Participation rate | 20.6% | 69.5%-48.9pp | 74.8%-54.2pp | 69.5%-48.9pp |
| Annual return | 12.22% | 18.76%-6.5pp | 87.62%-75.4pp | 73.15%-60.9pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,112 | $2,466-14.3% | $3,330-36.6% | $3,332-36.6% |
| Admin fee / account holder | $5,686 | $2,834+100.6% | $3,601+57.9% | $4,645+22.4% |