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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 | $70,589 | $78,423-10.0% | $95,964-26.4% | $79,856-11.6% |
| Participation rate | 66.7% | 73.5%-6.8pp | 77.1%-10.4pp | 69.6%-3.0pp |
| Annual return | 20.15% | 19.37%+0.8pp | 91.64%-71.5pp | 31.71%-11.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,787 | $3,440-48.1% | $4,167-57.1% | $3,741-52.2% |
| Admin fee / account holder | $419 | $5,622-92.5% | $6,797-93.8% | $5,306-92.1% |