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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 | $45,247 | $86,298-47.6% | $111,308-59.3% | $85,847-47.3% |
| Participation rate | 65.3% | 73.3%-8.0pp | 77.3%-12.0pp | 69.3%-4.0pp |
| Annual return | 11.91% | 19.99%-8.1pp | 54.67%-42.8pp | 318.61%-306.7pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,461 | $3,641-32.4% | $4,487-45.2% | $3,952-37.7% |
| Admin fee / account holder | $12,735 | $8,189+55.5% | $7,965+59.9% | $6,261+103.4% |