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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 | $79,785 | $101,063-21.1% | $81,473-2.1% | $147,585-45.9% |
| Participation rate | 47.6% | 74.5%-26.8pp | 68.0%-20.3pp | 82.8%-35.2pp |
| Annual return | 17.85% | 32.41%-14.6pp | 38.78%-20.9pp | 578.58%-560.7pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,673 | $4,242+33.7% | $3,537+60.4% | $5,439+4.3% |
| Admin fee / account holder | $560 | $5,812-90.4% | $4,561-87.7% | $10,886-94.9% |