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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 | $41,587 | $99,994-58.4% | $146,643-71.6% | $85,847-51.6% |
| Participation rate | 64.5% | 73.1%-8.5pp | 80.1%-15.6pp | 69.3%-4.8pp |
| Annual return | 16.45% | 18.93%-2.5pp | 22.75%-6.3pp | 318.61%-302.2pp |
| Employer contribution / active EE | $2,842 | $2,559+11.1% | $4,137-31.3% | $2,565+10.8% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $398 | $7,703-94.8% | $10,280-96.1% | $6,261-93.6% |