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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 | $56,306 | $51,184+10.0% | $66,439-15.3% | $86,983-35.3% |
| Participation rate | 52.8% | 68.5%-15.7pp | 74.5%-21.7pp | 69.5%-16.8pp |
| Annual return | 10.66% | 17.07%-6.4pp | 757.66%-747.0pp | 25.83%-15.2pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,531 | $2,927-47.7% | $3,876-60.5% | $4,194-63.5% |
| Admin fee / account holder | $2,667 | $4,154-35.8% | $6,173-56.8% | $7,856-66.0% |