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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 | $56,801 | $53,841+5.5% | $75,731-25.0% | $85,851-33.8% |
| Participation rate | 67.3% | 69.0%-1.7pp | 74.8%-7.5pp | 69.3%-2.0pp |
| Annual return | 28.06% | 24.54%+3.5pp | 104.65%-76.6pp | 318.63%-290.6pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,713 | $2,895-40.8% | $3,820-55.2% | $3,952-56.7% |
| Admin fee / account holder | $2,902 | $3,340-13.1% | $3,620-19.8% | $6,261-53.6% |