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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 | $41,289 | $53,128-22.3% | $86,582-52.3% | $70,126-41.1% |
| Participation rate | 65.5% | 65.3%+0.2pp | 73.5%-8.0pp | 69.5%-4.0pp |
| Annual return | 19.47% | 27.66%-8.2pp | 965.08%-945.6pp | 73.15%-53.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $860 | $2,695-68.1% | $3,609-76.2% | $3,332-74.2% |
| Admin fee / account holder | $750 | $3,584-79.1% | $4,904-84.7% | $4,645-83.9% |