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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 | $70,713 | $64,705+9.3% | $62,929+12.4% | $67,986+4.0% |
| Participation rate | 43.9% | 65.6%-21.7pp | 73.1%-29.2pp | 57.2%-13.3pp |
| Annual return | 13.21% | 20.31%-7.1pp | 1063.93%-1050.7pp | 31.67%-18.5pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,055 | $3,198-4.5% | $3,888-21.4% | $3,358-9.0% |
| Admin fee / account holder | $5,411 | $1,428+278.9% | $5,065+6.8% | $3,203+68.9% |