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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 | $66,385 | $48,337+37.3% | $67,560-1.7% | $80,959-18.0% |
| Participation rate | 45.6% | 66.4%-20.9pp | 72.9%-27.4pp | 67.7%-22.1pp |
| Annual return | 13.85% | 18.26%-4.4pp | 3533.50%-3519.6pp | 35.67%-21.8pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,374 | $2,928+15.2% | $4,004-15.7% | $4,300-21.5% |
| Admin fee / account holder | $11,458 | $3,695+210.1% | $3,994+186.9% | $6,925+65.5% |