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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 | $52,810 | $53,128-0.6% | $86,581-39.0% | $70,124-24.7% |
| Participation rate | 63.3% | 65.3%-2.0pp | 73.5%-10.2pp | 69.5%-6.2pp |
| Annual return | 25.74% | 27.66%-1.9pp | 965.06%-939.3pp | 73.14%-47.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,418 | $2,695+63.9% | $3,609+22.4% | $3,332+32.6% |
| Admin fee / account holder | $1,965 | $3,584-45.2% | $4,904-59.9% | $4,645-57.7% |