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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 | $60,403 | $49,177+22.8% | $79,476-24.0% | $64,181-5.9% |
| Participation rate | 29.3% | 65.0%-35.7pp | 73.3%-44.0pp | 69.6%-40.3pp |
| Annual return | 8.51% | -1.16%+9.7pp | 718.21%-709.7pp | 7.63%+0.9pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,686 | $2,821-40.3% | $3,704-54.5% | $3,470-51.4% |
| Admin fee / account holder | $37,327 | $3,839+872.4% | $5,113+630.0% | $4,887+663.8% |