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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 | $61,440 | $48,053+27.9% | $84,628-27.4% | $72,975-15.8% |
| Participation rate | 34.6% | 57.6%-23.0pp | 68.2%-33.6pp | 69.5%-34.9pp |
| Annual return | 21.86% | 37.39%-15.5pp | 258.80%-236.9pp | 81.01%-59.2pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,079 | $2,681-59.8% | $3,900-72.3% | $3,608-70.1% |
| Admin fee / account holder | $1,293 | $3,395-61.9% | $4,914-73.7% | $5,124-74.8% |