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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 | $61,960 | $48,364+28.1% | $71,796-13.7% | $62,881-1.5% |
| Participation rate | 63.2% | 60.6%+2.5pp | 69.1%-6.0pp | 69.3%-6.1pp |
| Annual return | 8.51% | 13.16%-4.6pp | 78.04%-69.5pp | 20.14%-11.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,896 | $2,091-9.3% | $2,794-32.1% | $3,203-40.8% |
| Admin fee / account holder | $2,315 | $3,771-38.6% | $4,815-51.9% | $4,296-46.1% |