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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 | $65,084+8.6% | $67,681+4.5% | $64,340+9.9% |
| Participation rate | 43.9% | 66.7%-22.8pp | 73.7%-29.8pp | 55.2%-11.3pp |
| Annual return | 13.21% | 20.50%-7.3pp | 590.58%-577.4pp | 24.14%-10.9pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,678-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $3,055 | $3,210-4.8% | $3,976-23.1% | $2,980+2.5% |
| Admin fee / account holder | $5,411 | $1,415+282.4% | $6,100-11.3% | $3,703+46.1% |