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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 | $47,935 | $115,814-58.6% | $105,223-54.4% | - |
| Participation rate | 55.6% | 57.0%-1.4pp | 75.0%-19.5pp | - |
| Annual return | 17.85% | 16.00%+1.9pp | 180.65%-162.8pp | - |
| Employer contribution / active EE | $0 | $2,099-100.0% | $3,689-100.0% | - |
| Participant deferral / active EE | $5,376 | $3,710+44.9% | $5,072+6.0% | - |
| Admin fee / account holder | $4,924 | $7,174-31.4% | $8,859-44.4% | - |