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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 | $43,930 | $53,128-17.3% | $86,582-49.3% | $70,126-37.4% |
| Participation rate | 60.7% | 65.3%-4.6pp | 73.5%-12.8pp | 69.5%-8.8pp |
| Annual return | 13.60% | 27.66%-14.1pp | 965.08%-951.5pp | 73.15%-59.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,408 | $2,695+137.8% | $3,609+77.6% | $3,332+92.3% |
| Admin fee / account holder | $38,050 | $3,584+961.7% | $4,904+675.9% | $4,645+719.1% |