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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 | $56,407 | $54,380+3.7% | $68,509-17.7% | $59,633-5.4% |
| Participation rate | 64.3% | 70.2%-5.9pp | 74.7%-10.4pp | 68.7%-4.4pp |
| Annual return | 3.29% | 2.83%+0.5pp | 8.27%-5.0pp | 2041.45%-2038.2pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,318 | $2,643+63.3% | $3,382+27.7% | $3,192+35.3% |
| Admin fee / account holder | $7,517 | $3,885+93.5% | $5,275+42.5% | $4,297+74.9% |