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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 | $57,472 | $51,638+11.3% | $129,406-55.6% | $80,959-29.0% |
| Participation rate | 63.0% | 56.9%+6.1pp | 69.6%-6.6pp | 67.7%-4.6pp |
| Annual return | 35.06% | 20.78%+14.3pp | 9468.18%-9433.1pp | 35.67%-0.6pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,587 | $2,670+34.3% | $4,167-13.9% | $4,300-16.6% |
| Admin fee / account holder | $1,450 | $4,313-66.4% | $7,689-81.1% | $6,925-79.1% |