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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 | $61,435 | $48,053+27.8% | $84,628-27.4% | $72,975-15.8% |
| Participation rate | 48.1% | 57.6%-9.4pp | 68.2%-20.1pp | 69.5%-21.3pp |
| Annual return | 18.71% | 37.39%-18.7pp | 258.80%-240.1pp | 81.01%-62.3pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,455 | $2,681-8.4% | $3,900-37.1% | $3,608-32.0% |
| Admin fee / account holder | $8,151 | $3,395+140.1% | $4,914+65.9% | $5,124+59.1% |