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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 | $54,209 | $86,298-37.2% | $111,308-51.3% | $85,847-36.9% |
| Participation rate | 63.6% | 73.3%-9.7pp | 77.3%-13.7pp | 69.3%-5.7pp |
| Annual return | 11.55% | 19.99%-8.4pp | 54.67%-43.1pp | 318.61%-307.1pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,945 | $3,641-46.6% | $4,487-56.7% | $3,952-50.8% |
| Admin fee / account holder | $51,638 | $8,189+530.5% | $7,965+548.3% | $6,261+724.8% |