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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 | $56,913 | $54,380+4.7% | $68,509-16.9% | $59,633-4.6% |
| Participation rate | 62.3% | 70.2%-7.9pp | 74.7%-12.5pp | 68.7%-6.4pp |
| Annual return | 6.33% | 2.83%+3.5pp | 8.27%-1.9pp | 2041.45%-2035.1pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,022 | $2,643+90.0% | $3,382+48.5% | $3,192+57.3% |
| Admin fee / account holder | $1,392 | $3,885-64.2% | $5,275-73.6% | $4,297-67.6% |