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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 | $34,560 | $58,927-41.4% | $76,823-55.0% | $72,983-52.6% |
| Participation rate | 69.0% | 67.3%+1.6pp | 72.1%-3.1pp | 69.5%-0.5pp |
| Annual return | 18.57% | 2305.64%-2287.1pp | 1166.42%-1147.8pp | 81.01%-62.4pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,620 | $2,690-2.6% | $3,336-21.4% | $3,608-27.4% |
| Admin fee / account holder | $1,525 | $4,013-62.0% | $6,422-76.2% | $5,124-70.2% |