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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 | $51,866 | $57,350-9.6% | $83,850-38.1% | $64,181-19.2% |
| Participation rate | 69.0% | 68.6%+0.4pp | 76.1%-7.1pp | 69.6%-0.5pp |
| Annual return | -3.72% | 11.38%-15.1pp | 850.92%-854.6pp | 7.63%-11.4pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,172 | $2,993-27.4% | $4,082-46.8% | $3,470-37.4% |
| Admin fee / account holder | $583 | $4,046-85.6% | $5,478-89.4% | $4,887-88.1% |