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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 | $59,499 | $89,367-33.4% | $141,191-57.9% | $72,975-18.5% |
| Participation rate | 57.1% | 75.1%-18.0pp | 82.5%-25.3pp | 69.5%-12.3pp |
| Annual return | 33.18% | 111.87%-78.7pp | 71.41%-38.2pp | 81.01%-47.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,714 | $5,419-31.5% | $6,710-44.7% | $3,608+2.9% |
| Admin fee / account holder | $587 | $5,957-90.1% | $10,264-94.3% | $5,124-88.5% |