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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 | $62,346 | $58,311+6.9% | $81,882-23.9% | $80,959-23.0% |
| Participation rate | 36.8% | 63.5%-26.6pp | 72.4%-35.5pp | 67.7%-30.8pp |
| Annual return | 15.95% | 41.85%-25.9pp | 779.47%-763.5pp | 35.67%-19.7pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,330 | $3,287+31.7% | $4,323+0.2% | $4,300+0.7% |
| Admin fee / account holder | $5,144 | $4,752+8.2% | $7,360-30.1% | $6,925-25.7% |