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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 | $77,616 | $53,128+46.1% | $86,582-10.4% | $70,126+10.7% |
| Participation rate | 42.1% | 65.3%-23.2pp | 73.5%-31.4pp | 69.5%-27.4pp |
| Annual return | 17.05% | 27.66%-10.6pp | 965.08%-948.0pp | 73.15%-56.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,006 | $2,695+48.6% | $3,609+11.0% | $3,332+20.2% |
| Admin fee / account holder | $1,829 | $3,584-49.0% | $4,904-62.7% | $4,645-60.6% |