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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 | $48,314+37.4% | $67,561-1.7% | $80,925-18.0% |
| Participation rate | 45.6% | 66.4%-20.8pp | 72.9%-27.3pp | 67.7%-22.1pp |
| Annual return | 13.85% | 18.28%-4.4pp | 3525.44%-3511.6pp | 35.65%-21.8pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,374 | $2,927+15.3% | $4,003-15.7% | $4,299-21.5% |
| Admin fee / account holder | $11,458 | $3,690+210.6% | $4,006+186.1% | $6,940+65.1% |